SWIPE OUR AUTOMATED 

ONBOARDING BLUEPRINT

Make a good first impression with your clients AND save time onboarding them. Download our automated onboarding blueprint so that you can make your own automations without missing a step in the process.

Onboard blueprint

  • See the steps in the "onboarding funnel" we use to get clients onboarding in 24 hours or less
  • See our tech stack for automations and when we trigger each step
  • Visualize how you get to experience onboarding versus how your client experiences it.

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