Client Onboarding Automation
Wow every new client from day one.
AI automates your entire client onboarding journey: welcome sequences, intake form processing, contract sending, kickoff scheduling, Slack/portal access setup, and week-1 check-in messages — all triggered the moment a new client signs. Create a 5-star first impression at zero labor cost.
Price
From $400/mo
Setup Time
2–3 days
ROI
Reduce churn 35% with consistent onboarding experience
Effort
Done for you
Results You Can Expect
-35%
Churn Reduction
from consistent experience
12+
Steps Automated
per client journey
50% faster
Time to Value
for new clients
How It Works
Map your current onboarding steps and desired touchpoints
AI triggers automated sequences the moment contract is signed
Client moves through onboarding with zero manual coordination
Built For
Frequently Asked Questions
What is the Client Onboarding Automation workflow?
AI automates your entire client onboarding journey: welcome sequences, intake form processing, contract sending, kickoff scheduling, Slack/portal access setup, and week-1 check-in messages — all triggered the moment a new client signs. Create a 5-star first impression at zero labor cost.
How much does Client Onboarding Automation cost?
Client Onboarding Automation starts From $400/mo (unlimited clients). This is a done-for-you service — we build and run the workflow for you.
How long does it take to set up Client Onboarding Automation?
Setup takes 2–3 days. From form submission to a live, working workflow.
Who is Client Onboarding Automation designed for?
Client Onboarding Automation is built for: Agencies, Coaches, Consultants, SaaS Companies.
What is the ROI of Client Onboarding Automation?
Reduce churn 35% with consistent onboarding experience
Ready to activate Client Onboarding Automation?
Fill the form. Live in 2–3 days. Measurable results from day one.
Get Started →