Onboard customers faster
Get new customers set up sooner, with fewer emails asking for documents.
Onboarding slows down when the customer gets a list of things to send and your team tracks the replies in an inbox. We give each new customer one guided flow for forms, documents and signatures, check what comes in, and remind them about anything missing.
For operations and account teams who onboard clients with forms, KYC or contract documents and spend days chasing them.
Before and after
What changes in a normal week.
Today
- A new client gets an email with a checklist and six attachments to fill in.
- Documents come back by email in pieces, some unsigned and some out of date.
- Your team keeps a spreadsheet of who has sent what and chases the gaps by phone.
- Accounts are set up by hand in three systems once everything arrives.
After the build
- The client gets one link to a guided form that asks only for what applies to them.
- Uploaded documents are checked for type, date and signature, and problems are flagged at upload.
- Reminders go out on a schedule for missing items, and the team sees progress on one board.
- Once the file is complete, the customer record is created in your CRM and accounts.
What we build
The systems behind the change.
Built in your accounts, at a fixed price agreed after the audit. Builds start at $1,500.
- Guided onboarding form
One flow with conditional questions, uploads and e-signature, in your company’s branding.
- Document checks
Uploaded files read and compared with what was requested, with unclear ones sent to a person.
- Reminders and progress board
Scheduled reminders for missing items and a board showing where each new customer stands.
- Account set-up
Customer records created in the CRM, the accounts and any client portal when onboarding is complete.
Proof
A team that has already made the change.
How it starts
Three steps, each with a price.
- 01Discovery call
Thirty minutes on the work your team does by hand. Free, and you leave with a yes or no on fit.
- 02Automation Audit, $500
One to two weeks with the people who do the work. Each fix gets hours saved and a fixed price. Credited to the build.
- 03Build, from $1,500
Two-week sprints in your accounts, then 60 days of hypercare by the same engineers.
Questions
What people ask first.
Our customers send sensitive documents. Is that safe?
Files are stored in your own Google Drive or database, with access limited by role, and we agree retention rules with you. We do not keep copies on our side.
Some clients will still email their documents.
They will. Attachments sent to the onboarding address can be read and filed against the right customer, so the board stays complete either way.
What if the document check gets it wrong?
It flags documents and leaves the rejecting to a person. Someone on your team reviews anything unclear, and you can see each decision the check made.
Onboard customers faster
Bring one process your team still runs by hand.
On a discovery call we look at how it runs today and tell you what it would take to change it, with a price. The call is free.
Book a discovery call