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Onboarding

Client Onboarding Automation

Signed contract to first deliverable — automated.

From signed contract to first deliverables — the entire onboarding journey is automated. Welcome sequences, document collection, kickoff scheduling — seamless and professional.

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OnboardingEngagement
Signed contract to first deliverable — automated.
−68%
Time to kickoff
96%
Doc completion
72
Client NPS
The problem
Where most teams are stuck
  • The site loads slowly and looks dated next to competitors.
  • Marketing can't ship a landing page without engineering.
  • Conversion on the pages that matter is flat or sliding.
How we solve it
What we actually do
  • A premium design system built around real audience needs.
  • A fast headless front-end on a CMS your team can actually use.
  • SEO, analytics, and CRO wired in from the first commit.
The outcome
What changes after launch
  • Higher conversion on key pages within the first ninety days.
  • Marketing ships vertical landing pages without engineering.
  • A platform you can grow on — not start over from in two years.
−68%
Time to kickoff
96%
Doc completion
72
Client NPS
Capabilities

What's inside this engagement.

Contract & invoice automation
Document collection portals
Welcome sequences
Auto-scheduled kickoff calls
Internal team notifications
Handover checklists
Process

How we ship.

01
Map

Every step from signed to shipped.

02
Automate

Docs, emails, tasks, calendars.

03
Brand

Welcome, portals, comms tone.

04
Improve

Iterate on completion rates.

Deliverables

What lands in your inbox.

Workstream
Cadence
Owner
Onboarding Roadmap & KPI tree
Week 1
Strategist
Design system & specifications
Weeks 1–3
Design Lead
Production engineering
Weeks 2–8
Engineering Pod
QA, eval & performance audit
Weeks 6–9
QA + Eng
Launch + 30-day stabilisation
Week 10+
On-call team
FAQ

Common questions.

Most engagements kick off within two or three weeks of a signed scope. Urgent work can begin in days under a sprint contract.

A senior strategist plus a dedicated build pod — design and engineering. No juniors, no offshore hand-offs.

We co-sign a one-page KPI tree before kickoff and report against it weekly — every dollar tied to a metric.

Yes. We have templates ready for most enterprise procurement flows and are happy to redline yours.

Ready to start

Let's scope onboarding for your team.

Book a discovery call
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