Empower yourself to streamline your operations by creating customized workflows and inviting your leads, prospects, and clients to embark on a journey designed by you. With Smart Onboarding and the help of automated systems, you’ll be able to take on more clients and increase your profitability!
And the best part? You’ll save precious time in the process. Starting with onboarding, you can trigger an array of automations, categorize your clients into logical groups, and tailor their experiences based on the paths they select. Don’t let inefficient processes hold you back – take charge and transform the way you do business.
Step-by-Step Easy
Embed Kickoff Forms on your website
Customize the Kickoff Form with your questions and custom data fields
Easily create Custom Fields on the fly while customizing the Kickoff Form
Use Choice Blocks for your clients to choose from different registration paths
Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly
Onboarding FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that put your guide your clients through onboarding
Trigger a customizable Action sequence each time a client completes an onboarding step
Powerful set of Actions can assign anything from a Circle to an Invoice
Automate with Client Circles
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
Pre-create entire sets of Portal Pages, file repos, and assign via Circle
Clients can be part of just one Circle, or overlap multiple Circles
Simple drag &drop to add or remove Clients from a Circle
