will pay more for better onboarding
cheaper to retain existing customers
Automated client onboarding is your shortcut to a flawless first impression. No more endless checklists. With intelligent onboarding automation, you’re delivering a seamless, professional experience that builds trust and sets you up as the partner clients want to stick with.
Client onboarding seems straightforward: you welcome new clients, share essential information, and get them set up. But in reality, it’s a nightmare of coordination.
The process is overflowing with tasks, check-ins, and communication gaps that can derail the entire experience. Onboarding that starts as a manageable process quickly spirals, taking far longer than expected as you juggle data entry, follow-up emails, and endless back-and-forths.
What should be a smooth transition turns into a chaotic, time-sucking grind. Even if you manage to pull it off, there’s no guarantee the experience will be consistent or up to par.
One overlooked step, and you risk clients feeling like they’ve fallen through the cracks. Manual tasks leave room for errors that chip away at trust, and those little slips quickly add up. Suddenly, onboarding feels less like a service and more like a minefield, full of opportunities for things to go wrong.
Without client onboarding automation, you’re in an uphill battle. You want every client to have the same high-quality onboarding experience, but maintaining that standard across the board feels impossible. Without a system, it’s just as easy to over-communicate as it is to under-deliver, leaving clients either overwhelmed or neglected.
No more constant follow-ups and manual headaches. Deliver a smooth, engaging onboarding that clients will love and remember.
increase in satisfaction
boost to efficiency
decrease to churn rate
improvement to annual revenue
higher CLV with great onboarding
Our custom onboarding automation delivers a stress-free experience that sets you apart while saving time and resources
89% will jump ship to a competitor after a terrible onboarding experience
No more scrambling to set up new clients. No more endless follow-ups, manual data entry, or hoping nothing critical slips through the cracks.
With our custom client onboarding automation, you’re in control. Every step is aligned, every handover is seamless, and every client feels guided from start to finish without the stress of chasing updates or juggling tasks.
The right automation does more than save time. It transforms your onboarding from a bottleneck into a streamlined, client-focused experience. Clients feel supported, teams are freed up, and your whole approach sharpens into a smooth, scalable system.
It’s time to let automation handle the details, so you can stay front and center, building stronger client relationships and focusing on growth.
Nobody likes compromises.
Our client onboarding automations are built to do what you want, when you want it, and how you want it done.
It's delightfully selfish.
Collect client details and sync data across your CRM.
Automate assignments and deadline reminders.
Collect and verify documents automatically.
Grant and manage access levels for clients.
Got an onboarding strategy in mind? If you can dream it, we can automate it. Not sure? Our client onboarding automation experts will help you make it come to life.
Deliver progress reports with automatic summaries.
Share training materials and resources with clients.
We take your workflows, automate them, and get you the results you need. Simple.
A call where we’ll get aligned and map out the work ahead. We can start as early as tomorrow.
We lock in tasks, timelines, and outcomes. All tracked in ClickUp, so you know exactly what's happening.
We dive in and get to work. You can watch the progress or sit back and let us handle it all. Whatever works for you.
Once delivered, we’ll review everything together. Need tweaks? No problem. We’ll make sure it’s right.
Get custom automations, tailored to your needs with flexible pricing.
Ongoing automation expertise with discounts for longer commitments.
Need advice? Pick our brains for fast, actionable insights into workflows.
Book your consultation now. It’s free and friendly, with no pushy sales tactics. We can start your project as early as tomorrow!
Client onboarding automation uses software to streamline and standardize the onboarding process. It eliminates repetitive tasks, ensures consistency, and enhances the client experience by automating steps like data collection, task reminders, and progress tracking.
Client onboarding automation gives your latest clients a smooth, organized experience from the start. By reducing wait times, minimizing manual errors, and offering clear, consistent communication, clients feel guided and valued, which builds trust and engagement from day one.
Absolutely. Automation reduces the time spent on repetitive tasks, manual data entry, and follow-ups. By letting automation handle routine steps, your team can focus on higher-value interactions, leading to increased productivity and lower operational costs.
Yes, our automation tools allow you to tailor each step of the onboarding journey. You can customize workflows, permissions, and communication to ensure that each client’s experience aligns with their specific requirements and your brand standards.
Definitely. Automated onboarding is designed to scale with your business. As your client base expands, automation helps maintain a consistent, high-quality experience without overloading your team, making it a scalable solution that grows with your needs.
We run on Make.com, the Swiss Army knife of automation platforms (and way more cost-effective than Zapier). It integrates with all your tools, connecting your workflows without the hassle. For project management, we use ClickUp—your go-to hub for tracking progress and timelines. Communication? Slack is our preferred way to keep everyone on the same page.
Pricing is based on the scope of what you need. No hidden fees, no sneaky contracts. Check out our pricing page for details!
Hiring an in-house team is great—if you’ve got a spare $100,000+ a year to burn. But if you want the same level of expertise for a fraction of the cost, we’re your best bet. No costly onboarding and training, no payroll, no benefits, no long-term contracts. Plus, you can hit pause or cancel whenever you want, unlike with a full-time hire.
We're very flexible. Our one-off projects are ideal for testing the waters or - surprise, surprise! - one-off projects, while our subscription options are ideal for more of a retainer-style setup. We also offer an AI and automation consulting option.
We don’t offer refunds because we don’t quit until you’re 100% satisfied. You’ll get unlimited revisions and direct feedback, with no fluff. If something won’t or can't work, we’ll tell you and suggest a better way.