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.
Embed Kickoff Forms on your website
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Customize the Kickoff Form with your questions and custom data fields
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Easily create Custom Fields on the fly while customizing the Kickoff Form
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Use Choice Blocks for your clients to choose from different registration paths
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Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
Onboarding FLOWs
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Automatically trigger a FLOW for a new Client to complete before access to the Portal
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Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
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Activate an Onboarding FLOW after self-registration or a bulk CRM import
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Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Trigger / Actions Automations
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Stop doing everything manually, and harness the power of Automation!
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Build automated workflows that put your guide your clients through onboarding
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Trigger a customizable Action sequence each time a client completes an onboarding step
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Powerful set of Actions can assign anything from a Circle to an Invoice
Automate with Client Circles
