Client Onboarding Automation: Welcome, Setup, Activation, Success
Every new client gets perfect onboarding automatically. Welcome → Setup → Activation → Success. 50% faster activation, 30% less churn.
+30-40%
More deals closed
10h
Time saved weekly
21 days
ROI payback
Every Day Without Automation = Money Lost
Your competitors are automating their workflows today. Here's the quantified cost of inaction:
New client waits 3 days for welcome
= Enthusiasm fades, starts regretting purchase
Real Impact:
Higher churn, fewer referrals, bad reviewsEvery onboarding is different
= Depends who from team is free, what they remember
Real Impact:
Inconsistent experience, missed steps, confused clientsYou don't know who is 'stuck'
= Client hasn't used product for 2 weeks, you don't know
Real Impact:
Silent churn, lost clients who could have been savedManual follow-ups
= You have to remember to check, to send email
Real Impact:
You forget, you're late, client feels abandonedTotal Cost Per Year
€45-75K
Lost revenue
+ 400+ hours wasted
That's €125-205 lost EVERY SINGLE DAY you don't automate. 365 days × €170 average = €62,000/year gone.
Without Automation
-€62K/year
Lost deals + wasted time
With Automation
+€60K/year
Saved + earned back
Ready to Stop Losing Time & Money?
Our complimentary 45-minute audit identifies your specific inefficiencies and quantifies the ROI of automation.
Every week of delay costs your agency €875-1,435 in lost opportunity.
Pick What You Need. We Automate It.
Choose 1, 3, or all 9. Every automation pays for itself in days, not months.
Instant Welcome: Perfect first impression
New client → Instant welcome email with next steps. Personalized with name, plan, use case. Video from CEO/founder. Links to resources. Scheduling link for kick-off call.
Guided Setup: Step by step
Day 1: Set up profile. Day 2: Connect integrations. Day 3: Create first X. Automatic emails with instructions, videos, tips. Progress tracking.
Activation Milestones: Know who's ready
Milestone 1: Profile ready. Milestone 2: First integration. Milestone 3: First use. Automatic tracking. Alerts when client is 'stuck'.
Triggered Check-ins: Proactive, not reactive
Hasn't logged in 7 days → Check-in email. Hasn't hit milestone → Offer help. Completed setup → Congratulations + next level tips.
Resource Library: Self-service support
Knowledge base, video tutorials, FAQs - automatically sent at right stage. Client finds answer themselves. Fewer support tickets.
Personalized Paths: Different onboarding for different clients
Enterprise → Dedicated onboarding with call. SMB → Self-service with check-ins. By plan, by industry, by use case. Everyone gets relevant experience.
Handoff to Success: From Sales to CS seamlessly
Deal closed → CS automatically gets everything: notes, use case, expectations. Intro email to client with CS contact. Nobody feels 'handed off'.
Feedback Collection: At the right moment
After setup → Quick survey. After 30 days → NPS. At milestone → Satisfaction check. Automatic collection, alerts on negative feedback.
Onboarding Analytics: What works
Time to first value, activation rate by cohort, drop-off points, feature adoption. Real-time dashboard. Optimize based on data.
Total Time Savings
36h/week
= 1,872 hours per year
Estimated Value
€93,600
at €50/hour
Typical Investment
€2,500
37x return
Don't See What You Need? We'll Build It.
These 9 are our most popular automations for real estate. But we're not limited to this list. Got a unique workflow? Special integration? Industry-specific need? We build custom solutions. In the free audit, describe your process — we'll automate it.
→ Tell us your needs in the free audit below
Which Automations Will Save YOU the Most Time?
In a free 45-minute audit, we'll analyze your specific workflows and show you exactly which automations will give you the biggest ROI.
Average agency saves 20-25h/week. Your exact savings calculated in the audit.
Integrates with tools you already use:
+ Any other tool your agency uses
How Much Does It Actually Cost?
Complete transparency, no hidden fees. Real numbers, upfront. You choose what to automate, we provide a fixed price after the audit.
Every agency is different. After a free 45-minute audit, we give you a FIXED price based on what YOU need. Here are typical ranges:
Simple Automations
e.g. imot.bg scraper + SMS
Most Real Estate Agencies
e.g. Full automation setup
Complex Systems
e.g. Full agency transformation
Do The Math
Here's the exact ROI calculation
Back to selling
Conservative estimate
Every month
Total Year 1 Savings
€22,500
Schedule Your Free Audit Today
Book a 45-minute audit. We'll analyze your workflow, calculate your exact savings, and give you a fixed price. Zero commitment.
What You Get Today
Simple 3-step process. Free audit + exclusive bonuses + triple protection. Everything you need to start, risk-free.
Free Audit
45 min • We analyze your workflows & calculate ROI
Build & Deploy
2-3 weeks • Fixed price • You own everything
Live & Saving
Start saving 20h/week immediately
Free 45-Minute Audit + ROI Calculation
We analyze your workflows, calculate exact savings, and give you a fixed price.
+ Exclusive Bonuses:
Onboarding Email Sequence Templates (7 emails)
Milestone Tracking Spreadsheet
30-minute setup session
Client Onboarding Checklist PDF
Triple Protection Guarantee
Performance Guarantee
If the system doesn't perform as specified, we'll fix it at no cost. If we can't deliver the promised results, you receive a full refund.
Complete Ownership & IP Rights
Complete source code and data ownership. No vendor dependencies. The system operates independently, and you're free to engage any developer for maintenance.
No Hidden Costs
Fixed price upfront. No 'we'll see later'. No surprise fees. No mandatory subscription. What we quote = what you pay.
Complimentary audit • All bonuses included • Risk-free guarantee
Why Automate Onboarding in 2026?
The market is changing fast. Wait too long and you'll be playing catch-up forever.
First 90 days determine everything
70% of churn comes from bad onboarding. Clients who don't activate within 30 days almost never stay. Automation guarantees perfect start.
Scale without more people
10 new clients per month = OK manually. 50? 100? Automation enables growth without proportionally increasing CS team.
Consistency builds trust
Every client gets same high-quality experience. No 'depends who onboarded you'. Professional and reliable.
Data shows what works
Without automation - you don't know where you lose clients. With automation - you see every step, optimize based on real data.
Ready to Get Started?
Book your free audit today and see exactly how much time and money you can save.
Book Free Audit45 min • No commitment • 100% free
Everything You Need to Know
Real questions from real estate agencies. Honest, transparent answers.
1What businesses is this suitable for?
SaaS, B2B services, agencies, consultants - anyone with recurring clients and onboarding needs. Especially effective with 10+ new clients monthly.
2How much exactly will it cost?
Honest answer: Depends on onboarding process complexity. After free audit we give FIXED price. Typical: €800-1,200 for basic sequence, €1,500-2,500 for full onboarding with milestones, €3,000-3,500 for enterprise with multiple paths.
3How long does setup take?
1-2 weeks for typical project. Process mapping: 1-2 days. Setup: 3-5 days. Testing: 2-3 days. Launch: 1 day. You invest 3-4 hours for content and approval.
4What tools do you use?
Depends what you already have. Popular: Customer.io, Intercom, HubSpot Sequences, or custom n8n/Make workflows. We recommend based on your stack.
5Will I have to write content?
We can do both. You give key points and tone of voice, we write. Or you write, we automate. Most often: collaborative work.
6How is success measured?
KPIs from day 1: Activation rate (% clients reaching first milestone), Time to value (days to activation), Onboarding completion rate, Early churn rate (first 90 days).
7What if I have different client types?
We create multiple onboarding paths. Enterprise, SMB, by industry, by use case. Client automatically goes into right path based on CRM data.
8Will I lose personal touch?
On the contrary! Automation frees time for high-touch interactions where it really matters. Less admin = more quality time with clients.
9Is the ROI realistic?
It's conservative. 10h/week × €50 = €2,000/month just from time. Plus: 30% reduced churn at €500 MRR per client and 100 clients = €15,000/year saved revenue. Investment pays back in under 1 month.
Still Have Questions?
We're here to help. Book a free 45-minute consultation and get all your answers - no pressure, no commitment.
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Ready to Start Automating?
Book your free audit and see exactly what we can automate for your agency.
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