Reduce onboarding time by 75% and improve client satisfaction. This guide shows you how to automate the entire client onboarding process.
Follow these five steps to automate your client onboarding process.
Document every step in your client onboarding: initial contact, proposal, contract, payment, account setup, kickoff meeting, and first deliverables. Identify manual tasks, bottlenecks, and client pain points. This audit reveals where automation will have the biggest impact.
Create templates for proposals and contracts. When a client inquiry comes in, the system automatically generates a personalized proposal based on their needs. Once approved, contracts are generated with e-signature workflows. All documents are stored automatically.
Automate invoice generation, payment collection, and reconciliation. When a contract is signed, invoices are generated automatically. Payment reminders are sent automatically. Once paid, accounts are activated and clients receive welcome emails.
Automate client portal creation, account setup, and access provisioning. When a client signs up, they get instant access to their portal with all relevant documents, project information, and communication history. No manual setup required.
Never let a new client feel lost. Automated welcome sequences introduce your team, explain your process, set expectations, and provide resources. Sequences adapt based on service type and client needs. Keep clients engaged from day one.
Professional services firms that automate onboarding see these improvements within the first 90 days.
Faster onboarding (hours vs. days)
Reduction in admin time
Average client satisfaction
Hours saved per week
On-time project starts
Fewer onboarding questions
Get a free audit of your onboarding process and see how much time you can save.
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