Most businesses waste valuable time manually onboarding clients, chasing forms, sending reminders and creating project folders.

Atorai's Client Onboarding Automation builds an intelligent workflow that collects clients, embeds them onto a database, collects (and organizes) client documents, creates a client scope, alerts the team, delivers personalized welcome messages and prepares you to schedule your first consultation - all on autopilot.

Built with industry leading tools like Make.com, Airtable, Calendly and Google Drive this automation has helps agencies and freelancers cut onboarding time by 80%.

Offer: • Custom automation setup designed for your business • Integration with your CRM, Google Drive, Slack or Calendly • One workflow revision included • Delivery within 4-6 business days