01Agencies
Advertising and service agencies
Every new client means the same flow of documents. The steps run in the same order every time, so it is harder to miss one.
Solutions for agencies Onboarding new clients
Client onboarding
automation
A new client often means the same string of manual steps: contract, invoice, welcome email, access, scheduling the first meeting. Once the contract is signed, some of these steps can run automatically, and you can focus on the first meeting.
1 flow
from contract signature to the first meeting
Consistent
every client gets the same documents, access and plan for next steps
1–2 weeks
to a working process
Process
What automated onboarding looks like
- 1
Collecting client details
A form collects all the information you need in a structured way and sends it straight to your systems – not through a chain of emails. - 2
Sending the contract
The contract is generated with the client’s details and sent for signature within minutes. - 3
Updating the CRM and other systems
Once the contract is signed, the client’s details appear in your CRM, Slack and task manager – everyone is informed right away. - 4
Welcome and next steps
The client gets a welcome email and a clear plan of what happens next.
Who it’s for
Who it suits best
02Consultants
Consultants and coaches
Questionnaire, contract and payment before the first session – automatically, without email ping-pong.
Solutions for consultants 03SaaS
Software companies
A new user gets training emails and access, and the team gets a notification that they have signed up.
04Services
Any repeat service
If you go through the same steps for every new client, they can be automated.
What’s included
What the service includes
Review and simplification of your current onboarding process
Automation workflow in n8n or Make
Integration with your CRM, email, Slack and more
Document automation, if needed
Testing with real situations
Training and a written description
FAQ
Frequently asked questions
Didn’t find your question? Write to info@aigentas.lt and I’ll reply within 1 business day.
Can a non-standard onboarding process be automated?
Yes. If you have at least a few repeating steps, they can be automated. Even if every client is different, we automate part of the process and leave the individual decisions to a person.
Which systems are needed?
I usually work with the systems you already use: Gmail, HubSpot, Pipedrive, Notion, Google Sheets, Dokobit (a Lithuanian e-signature service) and others. You do not need to buy new tools.
How much does it cost?
From €450 for a simple 3–4 step onboarding. A complex integration across several systems usually costs around €1,500 or more. I give you the exact price in writing after reviewing the process, before any work starts.
How long does setup take?
A simple onboarding process takes 1–2 weeks. A more complex one, with document automation and several systems, takes 3–4 weeks.
Next
Related services
- Business process automationAgreed steps between your apps run on their own: for example, a new order is entered into your accounting, and a customer with a late payment gets a reminder.
- Email automationEmails get sorted, reply drafts are prepared, and follow-ups and reminders go out on time.
- Automated customer notificationsA blog article with examples.
- PricingThe initial discussion is free, the first solution is from €450, support from €150/month.
Let's discuss your situation
Let’s look at how you onboard new clients
Describe how you take on a new client today. I will reply by email with what can be automated, and once the scope is clear, I will send a proposal with a fixed price.
- 1
You tell me what matters to you
A few sentences are enough: which task eats up your time or what you would like to change.
- 2
I read it and reply by email
Within 1 business day I write back with what I would suggest and what we still need to clarify.
- 3
A call, if it helps
If a call would help, we agree on a time. The scope and price of any paid work are agreed before we start.
Or directly: info@aigentas.lt