Turn New Clients IntoRaving Fans From Day One
Stop losing clients in the chaos of manual onboarding. Give every new customer a flawless, professional experience that makes them wonder why they didn't find you sooner.
Our Client Onboarding System automates everything from contract signing to project kickoff— branded for your business, customized to your process, set up in minutes.
Is Your Onboarding Process Killing Client Relationships?
You just closed the deal. Client is excited. Then... chaos. The experience that follows determines whether they become a raving fan or a regretful buyer.
Confusing, Disorganized Start
New clients don't know what to do first. They're waiting for contracts, not sure what info you need, confused about next steps. The excitement from signing fades into frustration within 24 hours.
Client Regret: 40% within first week
Endless Back-and-Forth Emails
You need a signed contract, their logo, access to their systems, payment info, project details. That's 15 emails, 3 calls, and 2 weeks of chasing. Every delay kills momentum.
Time Wasted: 15-25 hours per client
Manual Document Collection Nightmare
Tracking down files, chasing signatures, managing versions across email threads. You're copying-pasting the same info requests you've sent 100 times before.
Project Delays: Average 12 days
Inconsistent Client Experience
Every team member onboards differently. Some clients get white-glove treatment, others feel forgotten. Your brand promise doesn't match the reality new clients experience.
Churn Rate: 3x higher in first 90 days
Radio Silence = Client Panic
Client signed Tuesday. It's Friday. They haven't heard anything. Are you working on their project? Did you forget about them? They're already questioning their decision.
Buyer's Remorse: 35% report anxiety
No Visibility Into Onboarding Status
Which clients are stuck? What's blocking them? Who needs a nudge? You're flying blind, and clients slip through the cracks because nobody's tracking progress.
Completion Rate: Only 60% finish onboarding
Bad Onboarding is the #1 Reason Clients Leave in the First 90 Days
But it doesn't have to be this way. There's a better solution.
What You Get: A Perfect Onboarding Experience Every Time
This isn't just a checklist or project management tool. It's a complete onboarding automation system that guides every new client from contract to kickoff with zero manual work from you.
Branded Client Portal (Feels Like Your Website)
The moment a client signs, they get instant access to a beautiful, branded portal with their name on it. Everything they need is in one place. No confusing emails. No hunting for links. Just a professional hub that makes you look like the expert you are.
Automated Document Collection & E-Signatures
No more chasing documents via email. The system automatically requests every file you need, sends reminders if they forget, and collects signatures digitally. Everything organized, tracked, and secure.
Step-by-Step Guided Onboarding Flow
Clients see exactly what to do next. Complete this form. Sign this document. Schedule this call. Every step is clear, every action has context. No confusion, no overwhelm, just smooth progress.
Smart Communication & Updates
The system keeps clients updated every step of the way. Automatic emails when documents are received. Progress updates. Kickoff meeting reminders. They always know what's happening, without you lifting a finger.
How This Transforms Your Client Experience
Here's what changes when you automate onboarding:
Before (Manual Onboarding)
After (With Our System)
Client satisfaction scores skyrocket when onboarding is smooth and professional
Clients who have great onboarding stay longer and spend more
Per client onboarded. Time you can spend on delivery instead of admin
What's Included in Your Onboarding System
Everything you need to create a premium onboarding experience
Onboarding Workflow Builder
Design your exact onboarding process with drag-and-drop simplicity. No coding required.
Branded Client Portal
Beautiful, mobile-friendly portal with your branding. Clients get their own personalized space.
Document Collection
Gather contracts, files, and forms automatically. Clients upload directly to secure portal.
E-Signature Integration
Built-in digital signatures. Send contracts, get them signed, all tracked automatically.
Automated Email Sequences
Welcome emails, reminders, updates—all sent automatically at the perfect time.
Meeting Scheduler
Let clients book kickoff calls directly. Syncs with your calendar automatically.
Progress Tracking Dashboard
See exactly where every client is in onboarding. Never lose track again.
Custom Fields & Forms
Collect any information you need. Build forms tailored to your specific services.
Security & Compliance
Enterprise-grade security. GDPR compliant. Your client data is always protected.
Adapts to Any Service or Business Model
Whether you're onboarding consulting clients, software users, agency customers, or service subscribers— the system molds to your process.
Built for Ultimate Flexibility
Every business onboards differently. Our system doesn't force you into templates— it adapts to exactly how YOU work:
Service-Specific Workflows
Different services? Different onboarding. Create unique flows for each package, tier, or service offering.
Conditional Logic
Show different steps based on client answers. Skip irrelevant sections. Branch workflows based on choices.
Custom Branding Per Client
White-label option lets you create different portals for different brands or divisions you manage.
Industry Templates
Start with proven workflows for consulting, agencies, SaaS, coaching, and more. Then customize.
Perfect For Consulting & Professional Services
Onboard new clients with contracts, discovery questionnaires, and kickoff scheduling.
- Contract signing & MSA collection
- Project scope & requirements forms
- Stakeholder contact gathering
- Kickoff meeting scheduling
Perfect For Agencies
Gather brand assets, access credentials, project briefs, and payment details seamlessly.
- Brand asset collection (logos, colors, fonts)
- Website/platform access requests
- Creative brief questionnaires
- Payment setup & billing info
Perfect For SaaS & Software
Guide new users through account setup, integrations, and initial configuration.
- Account setup & team invites
- Integration connection guides
- Initial configuration wizard
- Training video delivery