A 12-person agency cut new-client onboarding from 9 days to 36 hours.
Industry: Professional services · Geography: UK · Scale: ~12 staff
Every new client started with a flurry of emails: kickoff invite, contract, intake form, welcome pack, intro calls. Things slipped, the welcome felt inconsistent, and the operations lead spent a day per client just herding the process.
A single onboarding pipeline triggered by a signed contract: welcome → intake → provisioning → kickoff → day-3 check-in. The client sees a clean status page; the team sees what's done and what's next.
The system, end to end, press play to see it run.
- 01Trigger
A signed contract kicks off the sequence, no manual start, no checklist the team has to remember.
pending - 02Intake & provisioning
The client gets a personalized intake form; completed data provisions accounts and tools automatically.
pending - 03Kickoff & check-ins
Calendars book, briefs go out, and day-3 / day-30 check-ins are scheduled without anyone scheduling them.
pending
9 → 1.5
days from contract to kickoff
100%
of clients onboarded via the same pipeline
~7 hrs
of ops time saved per client
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Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers