Client onboarding at data consultancies involves manually sending intake forms, chasing responses, collecting credentials, and provisioning access across multiple analytics platforms.
Automation handles intake form distribution, credential verification, and account provisioning in parallel. Clients receive transparent status updates, and the team focuses only on exceptions, cutting onboarding time to 3-5 days.
The full workflow, from trigger to completion.
A new client record is created with contract signed status. The automation is triggered immediately.
An automated email is sent to the client with a pre-filled Google Form link and intake instructions. The form is customized with the client name and project details.
The automation monitors the Google Form for submission. When the form is received, the response is automatically logged and the next step is triggered.
An automated message is sent to the client contact (if available) or an email is sent requesting data source credentials. The message includes a secure credential collection form.
The automation receives the submitted credentials, tests each one against the data source, and if valid, provisions access in the analytics platforms. the automation logs all actions and flags any failed credentials for manual review.
The automation updates the client record with onboarding status, provisioned platforms, and access confirmation.
A final email is sent to the client confirming that their account is live, with login details and a link to their first dashboard. A notification is sent to the internal team.
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