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Onboarding and Delivery
A new customer signs up, and the paperwork gets built and filled out on it’s own.
A signup sets the rest in motion: the right package is identified, personalized documents are generated from your templates, and the welcome sequence goes out.
Sound familiar?
- Every new customer means rebuilding the same documents from scratch.
- Onboarding speed depends on how busy you are that week.
- Details get copied wrong between forms, folders, and files.
What the system handles
- Rebuilding the same documents for each new customer
- Creating folders and filling in templates by hand
- Retyping details from intake forms
What your people get back to
Delivering for new customers instead of setting them up.
What you get
- Intake forms that trigger the whole build
- Automatic package or tier detection
- Personalized documents generated from your own templates
- The same folder structure for every new customer
- Internal-only data kept apart from customer-facing files
- Electronic signature for agreements, and welcome emails
How it works
- AssessWalk through your current onboarding step by step and collect your templates.
- BuildConnect intake forms to document generation, folders, and welcome emails.
- MeasureTrack onboarding time and errors for each new customer.
- AdjustHandle the edge cases and remove the remaining manual steps.
Built and running in a real business
When a new client signs up for Orange Performance Climbing, scripts reads the signup, identifies their coaching tier, prescribes their training loads, and builds their client folder with filled plan documents. A custom agent packages this for a final coach review. After any necessary quick edits, the final version is shipped as-is to the new athlete.
Nick Orange, founder
What gets measured
| Key Insights | ||
|---|---|---|
| Onboarding time per new customer | ||
| Days from signup to first delivery | ||
| Errors or rebuilds per month |
Questions owners ask
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Electronic signature can be set up, but legal documents should be reviewed by your attorney.
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A person reviews customer-facing documents before they go out until the system has proven reliable.
Where are your people's hours going?
Start with a Business Insight Sprint and find the repetitive work worth handing to a system.