Zero-Touch Automated Client Onboarding Workflows

The Bottleneck of Growth

If it takes your team 3 hours to onboard a new client, your growth is hard-capped by human bandwidth. To scale to 100+ clients a month, onboarding must be zero-touch.

The Provisioning Webhook

When a client pays via Stripe, a webhook instantly fires to your CRM. It creates their sub-account, loads the industry snapshot, assigns a phone number, and generates their login credentials in under 30 seconds.

The Guided Tour

Once logged in, the client is greeted by an automated sequence. An AI chatbot guides them through connecting their social accounts and domain, while a drip email campaign delivers daily micro-training videos to ensure high adoption rates.