Onboarding Automation

New-customer or new-hire onboarding. Sequenced touchpoints, document collection, account provisioning, scheduled check-ins.

• 01Onboarding sequence design (5–10 stages)
• 02Email + WhatsApp + in-app touchpoints
• 03Document collection and verification flow
• 04CRM, billing, and access-provisioning integration
• 05Onboarding analytics dashboard

1. 01

   Map current onboarding

   Documenting the current flow, gaps, and friction.

2. 02

   Design and build

   Designing the new sequence and wiring touchpoints + integrations.

3. 03

   Measure and tune

   Tracking activation rates and tuning the sequence over the first quarter.

• SaaS
• Professional Services
• B2B