Client onboarding automation
A polished, complete onboarding for every new client. Signed contract to fully onboarded client in 48 hours, every time.
What it does
- Typical time saved
- 3–8 hours a week
- Time to launch
- 2–3 weeks
- Available on
- Every plan
Onboarding is where first impressions are made. We turn your onboarding checklist into an automated sequence: welcome message, forms and documents requested, accounts and folders created, kickoff booked, and reminders sent until everything is in.
What’s included
- Welcome sequence triggered by a signed contract or payment
- Document and information requests with reminders
- Folders, projects and accounts created automatically
- Kickoff call booked from the welcome email
- Live status board for every new client
Works with
If you already use it, we connect to it.
- DocuSign
- PandaDoc
- Google Drive
- ClickUp
- Asana
What it won’t do
Your team still runs the kickoff. The automation makes sure they walk in with everything they need.
Industries we work with
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Related playbooks
48-hour client onboarding
Wow every new client with a fast, polished, complete onboarding experience.
Questions
Does it replace our kickoff call?
No. It handles the setup in advance so the call can focus on goals and strategy.
Can different services have different onboarding?
Yes. Each service or package can have its own sequence.
What if a client never sends documents?
Reminders escalate on a schedule, then hand off to a person with a note on what’s missing.
Other services
Super Intelligence (SI) chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.