Client Onboarding
Overview
Client onboarding workflows consist of additional meetings, deeper fact finders, and contracts. Similar to prospecting, you need reminders and follow-ups to take new clients through your specific onboarding process. The fact finders dive deeper into the high level financials captured during prospecting by collecting specific account details needed to actually do the work.
Then there are the contracts. Your custodian and planning software require their own paperwork, and you likely have additional contracts for your specific business. All of this takes time, and automation can be the difference between a painstaking experience and one your clients are happy to take part in.
Finally, adding new clients to your client meeting booking sequence is essential to keeping them on track from day one.
Example Build
A Salesforce Status field flipping to true or the pipeline stage moving to onboarding triggers the sequence. The Client Service Agreement is generated using fact-finder data and notes captured during prospecting, then sent through Docusign for signature. Custodian paperwork for Altruist is sent in parallel.
Reminders and follow-ups go out through ActiveCampaign until the paperwork come back signed. Once they do, the new client is automatically added to the meeting booking reminder sequence so they're set up for the rest of the year.
System Audit
We map what your onboarding looks like today then identify what's adding to your prospecting process versus what's redundant.
Service Integrations
We connect your CRM, document signature tools, custodian paperwork, and your ESP so contracts get generated, reviewed, sent, and tracked automatically.
Training & Handoff
We show you how to edit the Status field in your CRM and the automation takes it from there. We'll show you how to monitor progress, handle exceptions, and update the contract templates when your servicing tiers or paperwork change.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
