New customers or hires, onboarded without a checklist slipping.
Welcome sequences, document collection, account provisioning, and day-N check-ins triggered automatically. Whether it's a new client or a new employee, the experience is consistent and the busywork is gone.
- Typical pilot
- 4 to 8 weeks
- Pricing model
- Fixed scope, fixed price
- Coverage
- USA · UK · Remote-first
- NDA available
- Yes
What is onboarding automation?
Onboarding automation uses triggered workflows to run the repetitive steps of bringing on a new client or employee, welcome messages, document collection, account provisioning, and scheduled check-ins, without anyone manually coordinating each step.
A signed contract or accepted offer kicks off the sequence: the welcome goes out, intake forms are sent and chased, accounts are provisioned, calendar invites land, and check-ins fire at day 3, 30, and 90. Whether it is a customer or a new hire, the experience is identical every time and the busywork disappears. One professional-services team we built this for cut new-client onboarding from nine days to thirty-six hours.
Tell us one thing. See onboarding automation run.
Add a couple of details, get a personalized result and a live look at the system, then we carry everything into a tailored plan, no retyping.
Before you talk to us, see what doing this by hand is costing you.
Adjust the sliders. The number on the right is what staying manual costs in a year. Conservative math, defensible assumptions, no signup to see the result.
Skip the audit. Book a 15-minute scoping call.
What's actually painful about onboarding automation today.
Onboarding is a flurry of manual work: kickoff invite, contract handoff, intake form, welcome pack, intro calls. Things slip. The experience is inconsistent. The ops lead spends a day per new client just herding the process.
Whether it's a new customer or a new hire, the feeling of 'did anyone send that?' is the opposite of the one you want to leave.
What staying manual actually costs.
- 01Hours per week the team spends on onboarding automation work that could run itself12 to 25Mid-sized teams routinely bleed a full-time role to manual coordination in this area.
- 02How long it takes for a new onboarding automation initiative to compound8 to 16 wksBecause every change has to be done by hand, then redone by hand next quarter.
"An institutional trading firm moved lead-to-onboarding out of inboxes and onto one board."
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.
What changes once the system runs.
Here's the system that runs onboarding automation end to end.
- 01Trigger
A signed contract, accepted offer, or new signup kicks off the sequence, no manual start.
pending - 02Intake & provision
Personalized intake forms collect what's needed; completed responses provision accounts and tools automatically.
pending - 03Kickoff
Calendars book, briefs go out, and intro materials are delivered on the right schedule.
pending - 04Check in
Day-3, day-30, and day-90 check-ins are queued automatically, by email, Slack, or your tool of choice.
pending
Map a workflow you actually run. See what it costs.
Drag the steps into the order your team actually does them. We show you the hours and dollars the manual version costs, and exactly which steps the system takes off your plate.
Principles
- 01
Outcome, not output
We measure success by hours reclaimed, deals closed, errors removed, not by tickets filed.
- 02
Boring over clever
We pick the most boring, durable technology that solves the problem. Cleverness is a liability.
- 03
Fixed price, fixed scope
No open-ended retainers. Every engagement ships with a one-page scope you can hold us to.
- 04
Build to hand off
We document, train, and hand over. The system is yours to run, modify, or extend without us.
Onboarding Automation in 8 metros, and counting.
Both. The mechanics are the same, welcome, collect, provision, follow up, and we build whichever (or both) you need.
We work with your existing HRIS, CRM, contract tools, calendar, and comms, connecting them into a single onboarding pipeline.
Stack details shared during scoping, under NDA.
What Is HR Automation? Examples, Benefits, and Where to Start
HR automation takes repetitive people-ops work off your team, from scheduling interviews to onboarding paperwork. Here is where to start.
Read the articleAI Consulting · BlogAI Roadmap: A Step-by-Step AI Adoption Framework
A practical AI adoption framework: five phases to go from AI interest to AI running in your business, with a prioritization matrix and timeline.
Read the articleReady to scope your onboarding automation project?
Run the audit above, or book a 15-minute scoping call. We'll send back a one-page scope in 48 hours.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers