Onboarding — From contract to active client.
The third stage turns a signed contract into a ready-to-go client — automated account setup, portal access, kickoff meeting and the first documents. No email ping-pong, no forgotten step.
What onboarding means here
The building blocks of this area.
Everything runs on the same platform as the other areas — no data breaks, no handover by Excel.
Contract & pilot automation
The pilot becomes an annual contract automatically.
The 60-day pilot flat rate rolls over automatically into the 12-month contract once it ends — populated from the configurator. A cron job handles the clean conversion without manual work.
- Pilot → annual contract
- from the configurator
- automatic cron
Portal access
Your client gets their own cockpit.
Client accounts are created, team members invited and assigned roles (owner/admin/member). The client portal and the internal CRM are strictly separated — fail-closed.
- Team access
- Roles
- strictly separated
Kickoff & appointments
The start is scheduled before questions even come up.
The kickoff meeting is set directly through the booking tool; the invitation and reminder go out automatically. Everyone involved knows when things begin.
- Kickoff scheduled
- Auto-invitation
- Reminder
First documents
Everything important is ready from day one.
Onboarding materials, strategy and approvals land in the client portal — versioned and traceable. The client sees right away what's being worked on.
- Documents
- Approvals
- versioned
Here's how it looks
Onboarding in action.
Weber Immobilien AG
Contract signed · Pilot active
Account createdPortal access sentKickoff Thu 09:00
Next step
Release strategy document · Invite team (2 pending)
ⓘ Onboarding status of a new client · Demo data sets · No real client data
The process
Step by step through onboarding.
1
Contract active
The signed deal triggers onboarding automatically — including the pilot automation.
2
Account & portal
The client account and team access are created, roles assigned.
3
Plan kickoff
The start date is booked, everyone involved is invited.
4
First delivery
Strategy and first documents are released — the client is active.
Position in the platform
Stage 03 of 5 — Onboarding.
Onboarding closes the gap between "signed" and "running". After that, Operations takes over the ongoing delivery.
Ready for an onboarding that forgets nothing?
In the initial consultation we'll show you the onboarding area live — with your industry and a plan for the first 60 days.