Management Consultancy Firm
Client onboarding that runs in the background
Contracts chased by hand, the same emails retyped, forms going missing. We designed an onboarding flow that runs quietly in the background, so every new client feels supported from the very first hello.
The problem
Onboarding new clients was messy: manual contracts, emails back and forth, missing forms, and wasted staff hours. It slowed down growth and frustrated both staff and clients.
How it was fixed
- 01
One form, every detail captured
A HubSpot form collects client details instantly, so nothing has to be asked for twice and nothing arrives half-filled.
- 02
A folder waiting before anyone asks
A Google Drive folder is created automatically for each new client, structured the same way every time.
- 03
A board that already knows the steps
Trello boards are duplicated from a template so the onboarding sequence is laid out and assigned before the kickoff call.
- 04
Contracts drafted, ready for review
BoldSign contracts are drafted automatically from the intake details and held for a human to check and send. The tool removes the typing, not the judgement.
- 05
A welcome that sounds personal
A personalised Gmail welcome email goes out with no staff effort, carrying the right next step for that client.
The benefits
- Manual onboarding tasks dropped by 80%.
- The team recovered more than ten hours a week.
- No more lost emails or missing documents.
- Clients were onboarded faster, with a noticeably smoother experience.
Built with
- HubSpot
- Google Drive
- Trello
- BoldSign
- Gmail
- Zapier
Let’s build yours
Tell me where the manual work is and I’ll show you what can come off your plate.
Next case study
Booking a call, down from eight steps to two