So you're looking for help with automation? Leave us your details below and we'll get back to you shortly to discuss.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Improve your client onboarding process with automation

Want a cheaper, easier alternative to Zapier? Try Make (1 month of Pro free!)

You only get one chance at first impressions. Make sure your client onboarding rocks and leaves a lasting positive impression.

Client onboarding is the process of setting up everything for a client, both internally and externally. This process usually contains repetitive tasks that are great candidates for automation. Let's dive into what a client onboarding process might look like, and how you can use automation to improve it.‍


Want more automation resources sent to your inbox? Join our newsletter.


Why is client onboarding important? 🚨

In a study done by Harvard Business Review, more than 80 percent of executives said that an increased focus on onboarding offers a significant or moderate positive impact over the life of the contract for revenue, client renewals, and client referrals. It makes sense because it's the first thing a potential client experiences when they're interacting with your business.

However the client experiences the onboarding process, it will have set the tone for what it's like to work with you. Have a bad onboarding experience and you will spend the rest of your working relationship repairing it. Have a great onboarding experience and you will profit every step along the way.

Using automation to improve a client's onboarding experience ⚑️

Using automation tools with client onboarding will help you automate the transactional stuff (inviting them to tooling, sending over contracts, etc.) and free up time to make the important parts of onboarding more personal. Below we've listed what an onboarding process might look like. We will go through the process step by step and suggest useful automations and tools to work with. Depending on the type of work you do and the industry you work in, your onboarding process might look a little different, but the principles still apply.

  • 'Tracking' onboarding
  • (Pre-)qualifying
  • Scheduling
  • Following up
  • Sending documents
  • Setting up tooling
  • Welcoming the client

'Tracking' onboarding πŸ”‚

Your future clients will go through various automated stages of onboarding. It's helpful to keep a record of some kind to easily get an overview of your onboarding landscape. Ideally, you would use your CRM, like HubSpot, Apptivo CRM or Zoho. Otherwise, you can also use a tool that has a Kanban board like Trello. ProcessKit is also a great tool for this.

(Pre-)qualification βœ…

The first step of this onboarding experience is qualification. This is where we'll qualify leads. You can use forms (like Typeform or Google Forms) to ask customers questions to start building a profile. You can also qualify your leads using Zapier. For example, you could use Clearbit to enhance your lead data.

This step will most likely be the trigger of any workflow related to the onboarding process.

Scheduling πŸ“…

When leads have been qualified, you'd like to schedule a meeting with them. Your CRM may already have a scheduling feature baked in. If it doesn't, Calendly or Acuity will do the job.

Following up (un)converted leads πŸ”Ž

The follow-up is an important part of any sales process. When a lead is converted, it's a good practice to follow up on what you've discussed. Make sure you structure your follow-up email effectively.

Unfortunately, not every meeting will lead to a converted lead. When this happens, make sure to follow-up after a few weeks. Maybe this potential client has changed their mind.

Setting up the follow-up workflow should be done in your CRM if it has the capacity to do that. If not, create a workflow in your favorite automation tool, or consider a marketing suite like Active Campaign (which integrates with both Zapier and Integromat).

Sending documents πŸ“–

After meeting the client, it's time to send over the paperwork. It's helpful to use apps like HelloSign or DocuSign to automate a large part of the legal work. Most of the information should already be available from earlier steps in the process. Exploring alternatives for secure e-signatures, such as HelloSign, DocuSign, or SignWell, streamlines the paperwork process and ensures the security and authenticity of the documents exchanged.

If you frequently find important data missing for this step to occur automatically, this might be a good point to break up your automation. You could create a new workflow that only continues if certain pieces of information have been gathered in a spreadsheet for example. In this way, you can augment the missing information manually and have the workflow continue.

Setting up tooling πŸ› 

When your client has signed the documents, we can officially start the collaboration. This step might look very different from your tooling. Below are some examples of the tooling that you should set up at this point.

If you need any help setting up these, or any automations, don't hesitate to reach out. We're certified Zapier and Integromat experts.

  • Financial tooling
  • Email marketing (if this isn't included in your CRM)
  • Bookkeeping
  • File storage/sharing (eg. Google Drive)
  • Time tracker

Welcoming the client πŸ‘‹

This step is where you can make a difference by adding a personal flair. ProcessKit recommends adding a personal touch to your onboarding by creating a welcome page or video.

If multiple people will be working with this client, it's a good idea to have them participate in the introductions.

Besides welcoming the client, it's important that you describe what the process will look like from here on out. You should explain the tooling that you've invited them for, etc. Take a look at Eyelet, in which you can create a personalised onboarding guide for clients.


Need the help of an automation expert? Contact us now.


This post was written by Luc Meijer.
February 6, 2021
Need an automation expert?
Tell us what you need and we'll get to work.
Hire Us

Want to do something like this in your business?

We'd love to talk to you about your business and how automation could transform your business. Β Just tell us what you need and we'll get back to you within a few hours.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.