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A comprehensive client onboarding automation system that orchestrates the entire new client journey — from initial intake and document collection to account provisioning and welcome communications. Built for service-based businesses that onboard multiple clients weekly.
Manual client onboarding involved 15+ touchpoints across different tools, with coordinators chasing documents, manually creating accounts, and sending follow-ups — resulting in delays and inconsistent experiences.
A fully automated onboarding orchestration layer that triggers the entire onboarding sequence from a single intake submission, coordinating across email, CRM, Slack, and business tools without manual intervention.
Client intake form triggers automated onboarding sequence
Collects and verifies required documents automatically
Provisions accounts across CRM, email, and business tools
Sends personalized welcome communications
Notifies internal teams with onboarding checklist
Reduces onboarding time from days to hours, eliminates manual coordination overhead, and delivers a consistent, professional welcome experience for every new client.