Client Onboarding

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

Everything starts with the Onboarding! Kickoff any number of automations, sort your Clients into logical groups & customize their experiences based on the paths they choose.

Replaces…

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Embed Kickoff Forms on your website

Customize the Kickoff Form with your questions and custom data fields

Easily create Custom Fields on the fly while customizing the Kickoff Form

Use Choice Blocks for your clients to choose from different registration paths

Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted

Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly

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Onboarding FLOWs

Automatically trigger a FLOW for a new Client to complete before access to the Portal

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

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Trigger / Actions Automations

Stop doing everything manually, and harness the power of Automation!

Build automated workflows that put your guide your clients through onboarding

Trigger a customizable Action sequence each time a client completes an onboarding step

Powerful set of Actions can assign anything from a Circle to an Invoice

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Automate with Client Circles

Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Clients can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Clients from a Circle

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I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.

~ Jesika S. via Capterra