Every client journey begins at onboarding.

But here’s the problem: Most onboarding processes are stuck in the past. Manual emails, endless forms, forgotten follow-ups.

It’s not just inefficient. It’s a bad first impression.

Worse, as your business grows, those inefficiencies multiply, and fast.

That’s where automation comes in.
Why Client Onboarding Is So Critical
Onboarding is the handshake before the partnership.

Done right, it builds confidence, ...

ninja-master

09/08/2025