Client onboarding takes 2+ weeks because steps are managed via email. 40% of requested documents require follow-up. No standardized process means inconsistent experiences. Delayed onboarding causes 15% churn before clients even start.
Guided onboarding workflow where new clients follow a step-by-step process — submitting documents, completing forms, scheduling calls, and signing agreements — with automated reminders and progress tracking.
Service businesses onboarding 5–50 new clients per month, agencies needing standardized client setup processes, and SaaS companies with manual onboarding steps
Service businesses scaling need repeatable processes. Client experience is the top differentiator. Automated reminders eliminate follow-up burden. No-code workflow builders are mature.
Per-client flow: $5/onboarding. Platform: $29/mo (5 onboardings/mo), $59/mo (25 + team), $99/mo (unlimited + custom branding + API). Annual: 20% discount.
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