Client intake and document requests
Send the right questions and asset requests for the engagement, with a visible record of what is still missing.
Client onboarding automation
A client says yes. The right work starts.
Prepare the intake requests, folders, project tasks and welcome steps that follow a new engagement. We build client onboarding automation around the way your team delivers.
Book a discovery callFor agencies, consultants and service teams rebuilding the same client setup for every engagement.
Connected by design- The agreed starting point
An approved deal, signed agreement or verified payment
- The client setup
Intake, shared folders and project tasks
- A ready team
Welcome messages, clear owners and a setup checklist
Make the handover from sales to delivery clear.
Onboarding is a sequence, not a single email. We define which event should start it, which details are required and which tasks must wait for an approval, signature or payment.
Workspace and project setup
Prepare supported shared folders, project boards and tasks using the naming and access rules your team agrees on.
Welcome and internal handoff
Send the client a useful next step and give your delivery team the context, owners and checklist they need.
Related engineering work
Experience connecting client delivery and operations.
SignalPoint Hub included a client delivery portal, an internal operations hub and integrations including DocuSign, QuickBooks and Attio. We draw on that integration experience when scoping a new onboarding workflow.
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SignalPoint HubB2B outbound GTM agencyQuestions before we start.
Practical answers for the team that will use the system.
What should trigger automated client onboarding?
The trigger depends on your commercial process. It may be an approved deal, a signed agreement or a confirmed payment. We agree on the exact conditions so the workflow does not create access or start delivery prematurely.
Can different services have different onboarding steps?
Yes. The workflow can select the appropriate intake questions, templates and tasks from an agreed engagement type. We define the differences clearly so the team can maintain them without rebuilding the entire process for each client.
Can this connect our CRM and project tool?
Where their integration options support it, yes. We map the client information and project fields, decide which system owns each value and test the handoff. Tool permissions and API limits are reviewed before implementation.
What if the client has not supplied everything?
The setup can track missing information and notify the responsible person. We agree on which steps may proceed, which must wait and how reminders should work. A partially completed intake should remain visible to the team.
Bring one real workflow.
We’ll map the useful starting point, the tools involved and the checks it needs.