For your customer
A simple form, a clear agreement and updates in the right place. Less repeating information and wondering what happens next.
Client onboarding automation
A better welcome.
Less admin.
Connect forms, customer records, agreements and next steps. Make it convenient for your customers, your team and you—with less retyping and fewer email chains.
A free 45-minute introductory call.
One joined-up welcome
Make the next step clear.
For your team
Useful information in the systems they use, documents filed and tasks with a clear owner.
For you
A view of what is ready, what is missing and where someone needs to make a decision.
An example journey
From first form to ready to start.
We agree the order, checks and handovers with you. Each business has its own version of “ready”.
Capture the information once
A form gathers the details and documents you actually need. It can update your customer record and flag missing information for follow-up.
Prepare and check
Use the agreed information to prepare the next documents and tasks. Where useful, AI can help organise or summarise responses, with a person checking consequential output.
Connect your signing platform
Keep your preferred signing provider where its integration supports the process. Agree what counts as fully signed before the next actions run.
Set up the handover
A completed agreement can trigger filing, record updates, a project or checklist, and tasks for the right people. Welcome messages can go through email or WhatsApp where appropriate.
Keep exceptions visible
Missing details, unsigned documents and unsuccessful deliveries need a clear owner. We agree reminders, fallback routes and a way to continue manually.
Your tools, connected
Use the systems that fit your business.
We assess your chosen signing platform and the tools around it before quoting. Available integrations, permissions and subscription plans determine what can connect.
- Forms
- CRM & customer records
- Signing platform
- Shared files
- Task management
- Email & WhatsApp
- AI assistance
For agencies, consultancies, trades and service businesses, the same pattern can support a new client, a new project or a new contractor. We tailor the information and checks to the people doing the work.
Based on practical implementationOur earlier agreement workflows have connected signed documents, organised folders, operational tasks and customer records. This illustration brings those patterns together into an example; your final process is designed and tested with you.
Straight answers
A few things you might be wondering.
Can you integrate our chosen signing platform?
We can assess its integration options and account requirements. Where supported, a completed agreement can trigger filing, customer record updates and onboarding tasks. We confirm the exact signing event and required checks before building.
Can we use WhatsApp instead of more email?
WhatsApp can be part of onboarding where the business setup supports it and it suits your customers. We agree the messages, preferences, reply handling and what happens when a message cannot be delivered.
Will AI make decisions about our customers?
Only the tasks and permissions you agree are in scope. A useful starting point is summarising responses or drafting internal notes, with human checks. Deterministic rules are often better for moving records and sending routine updates.
Can we keep some steps manual?
Yes. Reviews, approvals and judgement can remain with your team. We connect the routine work around those decisions and make the handover clear.
How much does onboarding automation cost?
The price depends on the systems, steps, integrations and support you need. Start with a free 45-minute introductory call. Where a closer assessment helps, the £295 Systems Review covers up to three systems and two workflows. Implementation is quoted before paid work starts.
How does a new client join your business?
Bring the forms, tools and handovers you use today. We’ll help you see where the repeated work could be reduced.
Discuss your process