How do you automate client onboarding?

The problem

Bringing on a new client meant a stack of manual steps: collecting details, running identity and compliance checks, producing agreements, and setting them up across systems. It took days of back-and-forth and often stalled because someone had to remember the next step.

What we did

We mapped the onboarding sequence and automated it end to end, so one starting point triggers the checks, the paperwork and the setup, each step handing to the next. The team moved from doing every step to handling the exceptions. The routine now runs itself.

The result

A new client is onboarded in minutes of effort rather than days, with nothing forgotten and a clear record of every check. Clients get a faster, smoother start, and the team is freed from the repetitive chase.

See these in practice elsewhere: automating a complex quoting process, choosing the right CRM for a small team, automating weekly market insight, automating invoicing and billing and automating document generation. This is one application of our business process automation work; the usual starting point is to map your business first.