Client onboarding

This is an example of a typical job. Yours will have its own detail.

By hand

A new client, by hand: someone sends the welcome email, asks for the documents you need, sets the client up in each system and keeps a list of what's still missing. When that list lives in one person's head, things slip while they're away.

With Logitomic

With Logitomic, signing a new client starts everything. The welcome goes out, the documents are requested and tracked, and the client is set up in your systems. Your team can see what's arrived and what's still to come.

The steps

  1. New client signed
  2. Welcome sent
  3. Documents requested
  4. Client set up in your systems
  5. Reminders for anything missing
  6. Your team checks the documents
  7. Ready to start

Where your team stays in

Your team checks the documents and confirms the client is ready. Everything before that happens without anyone keeping a list.

What we'd need from you

  • What you ask new clients for now, and in what order.
  • Every system a new client has to be set up in.
  • Who decides that a client is ready to start.

Questions about this job

Does every client go through the same steps?

Different kinds of client can follow different routes, as long as the rules are clear. We work them out with you.

What does the client see?

The same welcome and requests they'd get from your team, written the way you'd write them.

What if a client sends the wrong document?

Your team spots it when they check, and the request goes out again.

All examples

What's the job you'd hand over first?

Tell us about a job

Tell us what's taking up your team's time. We'll talk it through and see whether we can help.