Customer Onboarding Automation
Get every new customer to active in days, not weeks.
Talos builds onboarding automation that handles intake, document collection, kickoff scheduling, welcome sequences, and CRM updates — so your team stops chasing paperwork and customers stop ghosting.
Talos customer onboarding automation guides every new client from signed contract to fully onboarded in days instead of weeks — automatically collecting documents, sending welcome sequences, and triggering internal setup tasks without manual follow-up.
Who automated onboarding helps most
Professional services
Law, accounting, consulting — heavy paperwork and intake.
Healthcare practices
New-patient intake and document collection at scale.
Agencies & SaaS
Get clients live faster and reduce churn from bad onboarding.
Multi-location SMBs
Standardize onboarding across every team and location.
What we automate
Intake forms
Smart intake that adapts to the customer type and routes downstream.
Document collection
Automated requests + reminders until everything is signed and uploaded.
Kickoff scheduling
Books kickoff calls automatically once intake is complete.
Welcome sequences
Personalized, multi-touch welcome emails and SMS.
CRM updates
Customer record auto-created and progressed through the pipeline.
Internal handoffs
Notify the right team with the right context the moment a stage closes.
Before vs after
Before
- Onboarding scattered across email, Slack, and DocuSign
- Customers ghost between contract and kickoff
- Team chases the same documents over and over
- Time-to-active stretches into weeks
After
- Single, branded onboarding flow per customer type
- Customers get clear next steps automatically
- Documents collected without human chasing
- Time-to-active cut by 50–70%
How we build it
Onboarding audit
Map your current flow and the highest-friction steps.
Custom build
Branded intake + automation flow tailored to your customer types.
Integrate
Connect to your CRM, signing tool, billing, and helpdesk.
Launch & tune
Live in 2–4 weeks with weekly tuning for the first 90 days.
What clients typically see
50–70%
Faster time-to-active
From contract to onboarded.
30–50%
Less manual chasing
On documents and forms.
2–4 wks
Time to live
From kickoff.
↑ NPS
Onboarding NPS
Customers love a clean experience.
Works with your stack
How it played out for one client
Mid-size accounting firm
Professional ServicesChallenge
New-client onboarding took 3+ weeks on average and required 5+ touches from the partner team.
Solution
Talos deployed an automated intake + document collection + kickoff scheduling flow integrated with their CRM.
Result
Average time-to-active dropped from 21 days to 6. Partner team reclaimed ~12 hrs/week.
Representative example. Specific results vary by business.
Frequently asked questions
Stop losing customers between contract and kickoff
Book a 20-minute demo and we'll show you what your onboarding flow could look like end-to-end.
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