Company
Professional services firm onboarding 8–12 new clients/month.
Challenge
Onboarding was scattered: email threads, spreadsheets, and inconsistent task lists. Clients asked the same questions. Team re-entered data multiple times.
Solution
- Centralized CRM: single client record, tags for status/source.
- Template library: kickoff agenda, intake form, SOPs, canned emails.
- Automation: Welcome sequence, task generation by service type, reminder nudges, and “docs received” confirmations.
- Self-serve Looms: 3–minute video tours covering the basics.
- Simple KPIs: time-to-ready, login coverage %, CSAT.
Results (60 days)
- Onboarding time −70% (median)
- Fewer errors (no double data entry)
- Higher CSAT: faster “first value,” clearer expectations
- Team can absorb more volume without adding headcount
Call to Action
Want the blueprint? Download the free 2-Hour Onboarding kit on our site.
