Client and device onboarding covers everything needed to bring a new IT support client live, from signing the service agreement to provisioning accounts and cataloging devices. Handling each step by hand across multiple people creates delays and raises the risk of missed devices or licenses.
An automated version drafts the agreement, provisions accounts, and updates the device inventory as soon as each stage is confirmed. The result is a consistent onboarding experience with less manual coordination and clients live sooner.
The full workflow, from trigger to completion.
A deal stage change fires the onboarding workflow automatically.
The Contract & Account Setup pulls client tier and scope to draft the agreement terms.
The agreement is routed for the client to sign.
If the agreement is unsigned after 24 hours, the coordinator is prompted to call the client directly.
A row is created automatically with client details and blank device inventory fields.
Accounts and licenses are created automatically once the agreement is confirmed signed.
A message is posted to the onboarding channel confirming the client is ready.
Sends the client a welcome message with login details and next steps.
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