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02. Automated CRM and Client Onboarding
One system that remembers everything about a client.
So your team doesn't have to keep it all in their heads, or in a dozen different inboxes.
The Problem
New client information tends to live everywhere at once: an email thread here, a spreadsheet there, a sticky note somewhere else. Onboarding steps get missed, follow-ups get forgotten, and every new hire has to be shown the same process a different way. None of that is because anyone is careless. It's because there's no single place holding it all together.
What's Included
- · A single client record that updates automatically as new information comes in.
- · New clients moved through a consistent onboarding sequence, without anyone needing to remember the next step.
- · Automatic reminders for outstanding documents, signatures, or information.
- · Every client's history in one place, visible to whoever on your team needs it.
- · Nothing depends on one person's memory or inbox to keep running.