November 23, 2024
System
Client Onboarding Automation
How It Works:
Triggers onboarding sequences upon payment or signed agreement.
Sends personalized welcome PDFs, emails, forms, or videos.
Moves CRM stages automatically.
WHY IS IT A COMPETITIVE ADVANTAGE?
Improves retention by delivering immediate value and reducing buyer’s remorse.
Automates tedious onboarding admin tasks.
Personalizes onboarding assets using AI for a better experience.
High ROI via improved retention and smoother workflows.
Huge time and cost savings.