May '25 • General Discussion 💬
Onboarding automation saved us 45 hours a month
This automated onboarding system saved us 45 hours per month.
And it's made our clients happier.
Most service businesses lose clients in the first 30 days because of:
→ Chaotic onboarding that feels unprofessional
→ Manual processes causing delays
→ Poor expectation setting from day one
→ Radio silence between touchpoints
We flipped this with an S-Tier Onboarding System:
1️⃣ Sales to Onboarding Handoff
→ Contract signed triggers full automation
→ Client workspace created instantly
→ Communication channels established
→ No waiting, even if you're asleep
2️⃣ Pre-Boarding Intelligence
→ Smart forms that gather what you actually need
→ AI-powered research while client sleeps
→ Tasks auto-assigned to your team
→ 90% less client back-and-forth
3️⃣ Launch Acceleration
→ Strategy docs created before you wake up
→ Client sees progress within 24 hours
→ Clear expectations set automatically
→ No more "when will this start?" messages
The results speak for themselves:
→ 74% reduction in onboarding time
→ Client retention increased by 31%
→ Team capacity doubled
→ $4,500/month in recovered time
All with zero technical skills required to implement.
Let me know in the comments if you want me to send you the template along with set up instructions !
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Onboarding automation saved us 45 hours a month
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