Professional Services
Client Onboarding Automation
The Problem
Onboarding new clients takes 45+ minutes of manual admin work every time
- −Copying details from emails to spreadsheets by hand
- −Sending the same welcome email over and over
- −Creating folders and scheduling calls manually
- −Dropping the ball on follow-ups when busy
The Solution
End-to-end automation from enquiry to first meeting — no copy-paste needed
- +Automatic CRM entry when enquiry arrives
- +Personalised welcome email sent instantly
- +Client folder structure created automatically
- +Calendar link sent with availability
The Results
From 45 minutes down to 2 minutes per new client
96%
time saved
2 min
per client
0
manual steps
8hrs
build time
I used to dread onboarding new clients because of all the admin. Now I just check my CRM and everything's already there. It's like having a virtual assistant that never sleeps.
— Consultant, Professional Services
Client Onboarding
Before
Receive enquiry email
Copy details to CRM
Send welcome email
Create client folder
Schedule discovery call
Prepare meeting notes
After
Receive enquiry email
Automated
Copy details to CRM
Automated
Send welcome email
Automated
Create client folder
Automated
Schedule discovery call
Automated
Prepare meeting notes
Assisted
Tech Stack