Run Operations · Essential
Client Intake & Onboarding
A first impression that runs itself.
From €89 / month. Included in plans from €49. One-time fee available on request.
The cost of the status quo
What it costs to leave this alone.
Onboarding a client takes forms, follow-ups, documents and account setup. Done manually it is slow and inconsistent, and the first week sets the tone for the relationship.
How it works
4 steps, no engineering.
- 1
A branded intake flow collects what you need, once.
- 2
Documents are verified and missing items are chased automatically.
- 3
Accounts, folders and tasks are created in your systems.
- 4
The client receives a clear, personal welcome.
Integration
Part of a system.
Feeds into
Proof
5 days to 1
time to fully onboarded
Price category
Essential: from €89 a month.
Single-purpose services that pay for themselves in the first month. Month to month, cancel any time. Prefer to pay once? A custom one-time fee is available and agreed per request.
See this service in a live workflow.
In 30 minutes we map one workflow with Client Intake & Onboarding and show you the time recovered.
30 minutes. No obligation. We reply within one business day.