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Client Intake & OnboardingCapture every lead, form, and new client cleanly the first time, without the back-and-forth.AI Agents & AutomationTireless agents that answer calls, chase leads, and coach your team around the clock.Customer CommunicationCalls, texts, and messages in one shared thread so no customer ever slips away.Workflow AutomationEnd-to-end workflows that carry every job from first contact to paid, shown as living diagrams.Field Service ManagementRun crews, jobs, and gear from a phone and finish every day fully accounted for.Document Management & ReportingTurn field data and business numbers into polished documents, reports, and clean records.Access Control & Video SecurityTurn cameras and doors into a system that watches, controls access, and alerts you.Marketing & Lead GenerationWebsites, tracking, and local search that turn attention into measurable, booked business.Operations PlatformsOne login to run your whole operation, your team, and your clients from a single place.Industry SolutionsComplete systems shaped around one industry, from contractors to clinics to law firms.Browse all systemsThe full catalog, with filters and searchBrowse by industry17 industries, from contractors to clinicsDiscuss this buildBook a free introductionVuseDesk homeBack to the main site

Workflow Automation · Pipeline

Client Onboarding Pipeline

  • Saves time
  • Wins more work
  • Cuts errors
  • Replaces manual labor
Discuss this build
Welcome SentNew client invited into the onboarding portal
Info CollectedClient uploads documents and completes details
Agreements SignedContracts and forms e-signed in one place
ReviewedYour team confirms everything is complete
ActiveClient fully set up and work begins

What it does

Client Onboarding Pipeline

A step-by-step onboarding track that collects everything you need from a new client and gets them set up the same way every time. It replaces the scattered emails, missing paperwork, and slow starts that frustrate new clients.

Where it fits

The pipeline, stage by stage

Welcome SentNew client invited into the onboarding portal
Info CollectedClient uploads documents and completes details
Agreements SignedContracts and forms e-signed in one place
ReviewedYour team confirms everything is complete
ActiveClient fully set up and work begins
  1. A new client is added and receives a branded welcome with clear next steps
  2. They upload documents and fill in the details you request through a secure portal
  3. Agreements and forms are signed electronically in one place
  4. The system reminds the client of anything still outstanding
  5. Once everything is in, the client is marked ready and handed to your team

What a build includes

In scope

a welcome portal clients log intoa checklist of documents and information to collectsecure file uploads for client paperworke-signature for contracts and agreementsautomated welcome and reminder messagesa progress view so you and the client see what is done

What has to be decided

Before the quote

The checklist, documents, welcome messaging, and required signatures are tailored to your service and industry. Steps can branch for different client types or service tiers.

More in Workflow Automation

Workflow AutomationPipeline
Lead-to-Quote Pipeline

Turn every new inquiry into a signed agreement and a sent quote, automatically.

Workflow AutomationPipeline
Automated Bidding & Estimating Pipeline

Build bids faster and move them through review and approval before they go out.

Workflow AutomationPipeline
Dispatch & Scheduling Pipeline

Get the right crew to the right job at the right time, every day.

All 15 in Workflow Automation · Example systems

Want Client Onboarding Pipeline for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build