Client Onboarding Automation
Welcomes every new client, collects agreements, information and access, sets things up for your team and chases what's missing.
Department · Fulfilment
AI for Onboarding
AI for onboarding sets up every new client the same way, as soon as they've bought. AI automations send the welcome, collect agreements, information and access, set up the client's records and tasks for your team, and chase anything missing, so delivery starts on time and nobody has to remember the checklist.
What does the onboarding department do?
Onboarding is everything between a client paying and the work starting: the welcome, contracts, intake forms, access to accounts or files, and the kickoff call. It's a checklist that's much the same for every client, which makes it a good fit for AI automations. Your team steps in for the kickoff and anything unusual.
Onboarding is the first stage of fulfilment. Where clients need ongoing access to their records and documents, a client and partner portal, filed under tech, gives them a login.
Which onboarding jobs can AI handle?
Client onboarding automation is the onboarding use case Hyperloop AI builds. It welcomes every new client, collects agreements, information and access, sets things up for your team and chases what's missing. Onboarding is usually started by a payment, which is why payment-triggered workflows, filed under finance, are listed here too.
Also relevant here
Systems that serve onboarding
Other Fulfilment departments
Production
Making the product or doing the work the client paid for.
Delivery
Getting the service to the client and supporting them in between.
Tech
Client portals, operations databases and web apps.
Support
Customer questions, order status, faults and incidents.
Frequently asked questions
Questions
Answer
What can start an onboarding automation?
Whatever marks a sale as done in your business: a successful online payment, a signed agreement, or a deal moved to won in your CRM. The trigger is set during the build, and different triggers can start different onboarding flows, for example one for a new client and another for a returning one.
Can different services have different onboarding steps?
Yes. Each service, package or client type can have its own checklist: the forms it needs, the documents to sign, the accounts to set up and the tasks your team receives. The automation picks the right one from what the client bought, so nobody has to work it out by hand.
How does the team know a client is ready to start?
Each client's onboarding has a status that updates as items arrive. When everything is in, the automation alerts the person running delivery and can book the kickoff. If something stalls, your team is told what's missing and who it's waiting on.