This accounting firm was losing 30+ minutes on every single new client — manually sending emails, booking calls, and updating the CRM by hand. We automated the entire process and eliminated the labour cost completely.
Eliminated the cost of manual admin work across the entire onboarding process.
Every new client used to eat 30+ minutes of staff time. Now it's zero.
Human error in onboarding is completely eliminated — every step runs perfectly, every time.
Three automated steps that turn a new enquiry into a fully onboarded client — without anyone on your team lifting a finger.
The moment a new client enquiry or sign-up comes in, the automation fires instantly. No delay, no manual hand-off, no one needs to be at their desk.
A personalised welcome email goes out immediately, followed by an automated intro call booking link — timed perfectly so the client feels taken care of.
All client details are pushed directly into the CRM. The team is notified. A client file is created. Everything is ready before the first call even happens.
A new lead submits a form, books a call, or is added to your system. The automation detects this instantly and begins the onboarding sequence — no manual trigger required.
A branded, personalised welcome email fires immediately — addressed by name, referencing their enquiry, and setting clear expectations for next steps. No copy-pasting, no delays.
A booking link is sent automatically, synced with your team's live calendar availability. The client picks a time that works — no back-and-forth emails, no scheduling friction.
Every piece of client information is written directly into your CRM in real-time. Contact details, enquiry source, service interest, and call booking — all logged without human input.
Your team receives an internal notification with a full client summary. A client file is created and waiting. By the time the intro call happens, everything is already in order.
Every minute your team spends on manual onboarding admin is money you're burning for no reason.
High client volume, repetitive onboarding steps, and staff time at a premium — this workflow was built exactly for you.
Lawyers, consultants, financial advisers — any firm that onboards clients manually is leaving money and time on the table.
The more clients you bring in, the more painful manual onboarding gets. This system scales with you — zero extra admin as you grow.