Onboarding a new cybersecurity client involves collecting signed contracts, gathering asset and network details, and verifying them before work begins. Manual handoffs between sales, operations, and security analysts create delays and repeated data entry.
The automated version captures signed contracts, routes intake forms, and populates asset records without manual retyping. It verifies declared assets against network data and schedules kickoff calls automatically, shortening the path from signed contract to active client.
The full workflow, from trigger to completion.
A completion event fires when the client countersigns, launching the onboarding sequence automatically.
The Client Intake creates the account and contact with contract terms attached.
A welcome email with the asset and network intake form is sent automatically.
The Asset Inventory reads the client's submitted form, checks for missing fields, and flags incomplete responses.
An onboarding ticket with subtasks is opened and the asset register is updated in the same pass.
Once assets match the scan, the Kickoff Scheduling books the call calendar.
If declared assets don't match the network scan, the ticket routes to a security analyst for manual verification before continuing.
A confirmation email with next steps and the assigned analyst's contact is sent.
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