Real work. Real results.
Onboarding automation for a professional services firm.
New clients used to mean paperwork and data entry. Here's the system that ended it.
Proven results
Local UK businesses
Honest reporting
Every new customer started the same way. Paperwork.
An ingestion form, a contract, a scan of both.
Professional Services Client Onboarding
- A beautiful staged form, signed and done in one sitting
- Team notified the second it happens, appointment already confirmed
- The CRM fills itself: no re-typing, no misreads, no typos
- 25 hours of typing saved every month at 50 clients
- And it scales: at 300 clients a month it's most of a full-time job
Professional Services Client Onboarding
The short version.
The brief
A professional services firm started every new client the same way: paperwork. An intake form, a contract and a scan of both. Then someone typed it all into the CRM by hand, one field at a time. Half an hour per client, with around 50 new clients a month.
What I built
I got rid of the typing. All of it. New clients now sign on through a staged form that looks the part, with the contract signed in the same sitting. The team gets a notification the second it happens, with the details that matter and the appointment already confirmed. And the CRM fills itself. No re-typing, no misreads, no typos.
The result
Half an hour of admin per client, gone. At 50 clients a month that's 25 hours of typing back every month, close to a full working week. Clients are signed, booked and confirmed in one sitting. And the saving scales: at 300 clients a month it would be most of a full-time job.
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