Automate client onboarding
When a deal is won, the client record, project, tasks and welcome steps set themselves up, so delivery starts on time and nothing is retyped.
Every new client means another round of admin
Winning the work should start delivery. Instead it often starts a checklist of manual setup.
Details copied between tools
Client details move from the CRM into project management, accounting and shared folders by hand.
Steps missed or done late
Welcome emails, forms and kickoff tasks depend on someone working through a checklist.
Documents chased by email
Forms, contracts and information requests go back and forth before work can start.
A slow start sets the tone
Onboarding is the client's first experience of how you deliver.
Delayed starts
Projects wait while records, folders and tasks are set up.
Inconsistent experience
Each client gets a slightly different process depending on who handles it.
Admin grows with every sale
More clients means more setup work for the same team.
Onboarding that starts when the deal closes
We automate the handoff from sales to delivery around the tools you already use.
Talk to us about onboardingMap the handoff
We list every step from won deal to first delivery task and where each detail lives.
Connect sales to delivery
The CRM record creates the project, tasks and folders automatically.
Automate client steps
Welcome messages, forms and document requests go out and are tracked without chasing.
Keep a person in control
Exceptions and approvals stay with the right team member, with clear visibility of progress.
The result: New clients are set up the same way every time, and delivery starts without a round of manual admin.
Where we have done this
A published onboarding project with a reported time saving.
CorIT Tech: client onboarding automation
CRM details now create project records and tasks automatically instead of being copied across. CorIT reported more than 10 hours of admin saved each month.
Read the projectSafe by design
Automation is only useful if you can trust it. Every automation, integration and AI agent we build follows the same controls, and is designed around Australian and New Zealand privacy expectations.
Least-privilege access
Credentials stored securely, never in code
Human approval for higher-risk steps
Logging and failure alerts
A way to pause or remove any automation
Documentation and handover
Read how we handle security and data, or see our approach to AI safety and governance.
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Read the guideFrequently asked questions
Creating records and projects, setting up tasks and folders, sending welcome messages and forms, collecting documents and notifying the team. Judgement calls stay with people.
Usually, yes. Our published CorIT Tech project did exactly that, so customer details create project records and tasks without being retyped.
They should notice a faster, more consistent start. The automation runs behind the scenes in the tools you already use.
We automate the common steps and leave room for variations, with a person reviewing anything unusual.
It depends on volume and how many tools are involved. CorIT reported more than 10 hours of admin saved per month on its onboarding workflow.
Show us what happens after a deal is won
Walk us through your current onboarding steps. We will show you which ones can run on their own.
Custom software and automation projects typically start from A$2,500. Final pricing depends on the systems involved, complexity and scope. For a larger or more complex project, book an initial consultation.