Client Onboarding Automation
Onboardeveryclient withoutthechasing.
New clients get a clear checklist, a secure place to send everything and polite reminders until it’s done, so work starts sooner and your team stops chasing.
Not ready to talk? Score yourself in 2 minutes
- 01Signed
- 02Welcome
- 03Secure collection
- 04Reminders
- 05Ready to start
Where the money leaks.
Forms, documents, deposits and welcome steps collected without the chasing.
The leak01 / 03
01
Endless chasing
Every missing form, document or login means another manual email and another delay.
The leak02 / 03
02
Slow starts hurt trust
When the first weeks are spent waiting on paperwork, new clients start doubting their decision.
The leak03 / 03
03
Every client is different
Different services need different documents, so a single generic email never covers it.
Step by step.
What happens from the moment it’s triggered, with no one on your team lifting a finger until it matters.
- 01Signed
- 02Welcome
- 03Secure collection
- 04Reminders
- 05Ready to start
- Step 01SignedTriggered by an accepted quote, signed agreement or paid deposit.
- Step 02WelcomeA welcome message with what happens next, who their contact is and a checklist tailored to what they bought.
- Step 03Secure collectionDocuments, information, e-signatures and payments collected through your secure portal or forms, never by plain email.
- Step 04RemindersPolite reminders for anything still missing, until everything is in.
- Step 05Ready to startYour team is alerted when the client is fully onboarded, with everything in one place.
Your tools or custom code. Either way, you own it.
Option 1Fastest
Built on your tools
We set up checklists, portals and reminders in your practice management or CRM tools, connected to e-signature and payments.
- Karbon
- TaxDome
- Clio
- HubSpot
- DocuSign
- Stripe
- Typeform
- Zapier
Option 2No lock-in
Custom-built, you own the code
A custom onboarding portal branded for your business, with checklists that adapt to each client and secure uploads that feed your systems.
- The code lives in your own repository
- Change it anytime with Claude Code or ChatGPT
- Or bring us back for bigger changes
Industries we set this up for.
Same workflow, tuned to each trade’s buyers, software and timing.
Client Onboarding Automation questions.
They’re promising Q4. We ship Thursday.
01Is it secure for sensitive documents?
Yes. Sensitive files are only collected through secure portals or forms. Reminders link to those, and never ask clients to email or text personal information.
02Can checklists change by service?
Yes. Each service or package gets its own checklist, so clients only see what applies to them.
03Does it collect deposits too?
Yes. Deposits and first payments can be part of onboarding, through your existing payment provider.
04Can I change it later myself?
Yes. If it is built on your tools, it lives in your own accounts. If we custom-build it, the code lives in your own repository and is yours to keep, written so you can change it later with AI coding tools like Claude Code or ChatGPT, or bring us back for bigger changes.
Related workflows.
Onboard & keep
Review & Referral Automation
Ask every happy customer for a review and a referral, at the right moment.
How it works →Onboard & keep
Renewal & Upsell Automation
Renewals sent on time and the right next offer to every client.
How it works →Capture
Speed-to-Lead Automation
Every new lead gets a reply and a booking link in under a minute, day or night.
How it works →Capture
Missed Call Text Back
Every missed call gets a text back instantly, so the caller doesn’t dial the next business.
How it works →Your team does the selling. AI does the chasing.