Client Onboarding and Communication

Client Onboarding and Communication

Scheduling introduction meetings with project managers

admiJuly 6, 20251 min read

Client Onboarding and Communication

Reminders for incomplete client forms

admiJuly 6, 20251 min read

Client Onboarding and Communication

New project/task creation from client intake forms

admiJuly 6, 20251 min read

Client Onboarding and Communication

Extracting and archiving client information to secure storage

admiJuly 6, 20251 min read

Client Onboarding and Communication

Digital contract/agreement generation and e-signature collection

admiJuly 6, 20251 min read

Client Onboarding and Communication

Collecting client preferences and requirements via automated surveys

admiJuly 6, 20251 min read

Client Onboarding and Communication

Automated welcome messages to new clients

admiJuly 6, 20251 min read

Client Onboarding and Communication

Assigning onboarding tasks to internal team members

admiJuly 6, 20251 min read