Client Onboarding Automation
Run intake, kickoff and account setup for every new client. The same way, every time.
Onboarding is where a great first impression usually goes to die: information collected three times, accounts set up by hand, the same checklist half-remembered. Client Onboarding Automation makes it one repeatable flow that runs so every client starts the same clean way.
It captures the client's details once on deal close, then flows that data through intake validation, account and tool provisioning, and a pre-built project scaffold, so by the kickoff call the workspace already exists and the human conversation is about the work, not passwords.
What it does
- →Captures client details once and reuses them everywhere
- →Provisions accounts, folders and access automatically
- →Scaffolds the first project from the intake data
- →Flags unusual clients for a human instead of guessing
I've written up a full teardown of one: intake → provisioning → scaffold, and the human touchpoints that must stay human. Time-to-first-value drops from weeks to days.