Client onboarding
From first form to signed agreement, with the whole chain left on record.
- 01FormA Form Builder form captures the prospect.
- 02Record & planAn Automation updates the CRM record, opens a board card and creates a Client Portal.
- 03AgreementE-Sign sends the agreement for signature.
- 04FiledThe signed document and uploads land in the account's files; discussion stays in the team.
- 05Agent checksAn agent reviews the chain and prepares anything missing.