Client Onboarding
Streamline Client Onboarding with Automation
Define your workflows and guide leads, prospects, and clients through a customized journey. With automated systems, you can handle more clients and increase your profits.It all begins with Onboarding! Launch multiple automations, organize clients into logical groups, and tailor their experiences based on their chosen paths.
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Embed Kickoff Forms on your website
Standalone and embeddable forms simplify and standardize the onboarding process. Easily create custom fields as needed and tailor the experience based on client choices, with automatic permission assignments and triggered automations
- Personalize a Kickoff or Update Form by adding your own questions and custom data fields.
- Automatically assign permissions and trigger automations whenever the forms are submitted.
- Effortlessly add custom fields on the fly while customizing your forms.
- Adjust the form's styling using built-in settings and custom CSS to ensure it perfectly matches your website.
- Utilize Choice Blocks and Field Choice Actions to let your clients' selections guide their path through the form.
Onboarding FLOWs
Optimize your onboarding process with FLOWs. Automatically initiate a tailored FLOW for both new and existing clients, enabling them to eSign documents, complete forms, schedule appointments, and upload files in a smooth, automated sequence. Personalize each step with your branding and specific automations to create a truly dynamic onboarding experience.
- Automatically initiate a FLOW for new prospects or clients, or assign an on-demand FLOW to existing clients.
- Trigger an Onboarding FLOW automatically following self-registration or a bulk CRM import.
- Guide your clients through an automated sequence where they can eSign documents, complete forms, upload files, and more.
- Enhance the FLOW with triggered Actions to deliver the ultimate onboarding automation experience.
Checklists get things DONE!
Manage onboarding, offboarding, and process guidance with Nurchernet’s flexible Checklists. Customize each item with automation triggers tailored to your business needs, ensuring a professional, smooth, and systematic process that looks great!.
- Effortlessly manage onboarding, offboarding, and process guidance with versatile Checklists.
- Connect Checklist items with platform functionalities using No-Code Link Actions.
- Personalize each Checklist item with automation triggers designed to meet your business needs.
- Each Checklist item requires manual confirmation, ensuring that every task is completed.
- Offers your end users a guided visual path, making it easier for them to systematically complete tasks one by one.
- Monitor each user’s individual progress, creating a detailed record of task completion.
Automate with CRM Circles
Leverage CRM Circles to automate, standardize, and tailor each client’s experience. Assign Circles using the Add Contact form, through Forms, or via the API.
- CRM Circles empower you to make assignments based on Circle membership.
- Clients can belong to only one Circle at a time or be part of multiple overlapping Circles.
- You can easily assign Circles in the Add Contact form, through a separate Form, or via the API.
- Easily add or remove Clients from a Circle using a simple drag-and-drop feature.
- Pre-create entire sets of Portal Pages and file repositories, and assign them via Circles.
- Use Automations to add or remove Clients from one or more Circles, allowing you to tailor their experience accordingly.
Dynamic Automations + Logic Engine
Stop handling everything manually and leverage the power of Automation! Our Dynamic Automations and Logic Engine enable you to create automated workflows that efficiently guide both Clients and Staff through onboarding, ensuring a smooth and consistent process.
- Create automated workflows that guide your Clients and Staff through the onboarding process.
- Trigger a customizable action sequence each time a Client or Staff member completes an onboarding step.
- Save Automation Sets as “Auto-Templates” and trigger them manually, through Automation, or using the Dynamic Logic Engine.
- Our powerful Automation Nurchernet allows you to combine Automations and trigger them through any platform's Automation Opportunity.
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The Nurchernet REPLACES the core functions of ALL these tools.
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