An institutional trading firm moved lead-to-onboarding out of inboxes and onto one board.
Industry: Institutional trading
Before
Inboxes
where onboarding documents and approvals lived
After
1
board showing every onboarding in progress
Get a similar outcome.
A 15-minute scoping call, no commitment.
Leads arrived from events, referrals, and email, and the onboarding steps that followed (documents, approvals, account setup) lived in individual inboxes. Nobody could see every onboarding at once.
A lead-to-onboarding CRM: capture forms feeding one pipeline, stage-based onboarding checklists with document requests, approval routing with status notifications, and a weekly summary report for leadership.
The system, end to end, press play to see it run.
- 01One pipeline
Lead capture forms from every source feed a single pipeline instead of separate inboxes.
pending - 02Stage checklists
Each onboarding stage has its checklist and document requests built in.
pending - 03Approval routing
Approvals route to the right person automatically, with status notifications as they move.
pending - 04Weekly summary
Leadership gets a weekly report without anyone assembling it by hand.
pending
1
board showing every onboarding in progress
Faster
lead response and cleaner handoffs
Less
manual follow-up for the sales team
Want a similar outcome?
Book a 15-minute scoping call. We'll tell you what's possible for your business.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers