Client onboarding at advisory firms involves manual contract verification, CRM data entry, intake form distribution, document collection, and kickoff scheduling spread across multiple tools and days.
Automation captures contract signatures, populates client records, distributes and tracks intake forms, organizes documents, and schedules kickoff calls in a unified workflow. The result is faster onboarding, cleaner data, and clients engaged within days instead of weeks.
The full workflow, from trigger to completion.
Automation is triggered when a new client contract status changes to signed. Client details are automatically pulled from the contract record.
Client record is automatically created or updated with contract details, company name, contact information, and engagement start date.
A personalized intake form link is automatically sent to the primary contact with a deadline and clear instructions.
The automation monitors form submission status and automatically sends reminder emails if the intake is not completed within 2 days. A human reviews any non-responses after 5 days.
Completed intake form responses are automatically parsed and synced to the client record, populating company background, team structure, and project goals.
Documents uploaded with the intake form are automatically organized into a client folder with consistent naming and folder structure.
A link is automatically sent to the client with the advisor's available slots. Once booked, a calendar invite is created and shared with all parties.
A welcome email with company resources, onboarding checklist, and next steps is automatically sent to the client. A summary notification is sent to the advisor.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.