Client Onboarding Automation — Simplify Your Post-Hire Process
Onboarding new clients shouldn’t take hours of back-and-forth emails or manual document handling.
AutoFlowCore’s Client Onboarding Automation system takes care of contracts, forms, and setup tasks automatically — giving your clients a smooth start and your team more time to deliver results.
Manual onboarding slows down revenue and risks losing client confidence. With automation, every step — from signed contract to system setup — runs flawlessly in the background.100% automatically.
What’s Included in the System
📄 Contract & Document Automation
Send, track, and store contracts automatically through tools like DocuSign or PandaDoc — no more chasing signatures or missing files.
🧾 Client Intake Forms & CRM Sync
Automatically collect onboarding details through custom forms that sync directly with your CRM — eliminating data entry.
📅 Task & Meeting Automation
Generate kickoff tasks, assign team members, and schedule onboarding calls instantly after a client signs.
📢 Communication Triggers
Send personalized welcome emails, check-ins, or milestone updates automatically — keeping clients informed without manual effort.
Our Process
1️⃣ Audit & Discovery
We review your existing onboarding process and identify where automation can save time, reduce errors, and improve client experience.
2️⃣ Build & Integrate
We connect your CRM, document-signing tools, and communication apps into one seamless onboarding flow.
3️⃣ Launch & Optimize
Your new system runs client onboarding automatically — we monitor performance and refine it for maximum efficiency.
Smart Lead Capture
Capture and organize every lead automatically from your forms, LinkedIn, or inbound messages. No more manual copy-pasting, messy spreadsheets, or missed opportunities, just a steady flow of qualified leads synced directly into your CRM.
Automated Nurture & Follow-Up
We connect your CRM, email, and messaging tools to automatically follow up with leads — sending personalized emails or DMs based on engagement. Stay top of mind without writing a single message yourself.
Our system uses AI to qualify and score your leads by engagement and fit. You’ll instantly know who’s hot, who’s not, and have every update synced across your CRM — so your pipeline is always clean and accurate.
Lead Scoring & CRM Sync
