Delta Current
Delta Current / Client onboarding

The sale is not done until the client is ready.

I design the operating flow after “yes”: intake, payment and documents, scheduling, internal tasks, client updates, and a visible exception queue when something is missing.

Map your onboarding See lead follow-up

This service page describes the build pattern. Delta does not yet claim a published client outcome for it.

Operating promiseOne visible state from signed to ready.
No mysteryThe client and owner know what is waiting and on whom.
No duplicate setupShared facts are captured once and reused downstream.
Exceptions surfaceAutomation stops when guessing would create risk.
The failure

Most onboarding problems are handoff problems.

A signed agreement triggers a loose chain of email, forms, invoices, calendar links, folders, and internal reminders. Every disconnected step creates another place to wait without an owner.

  • Client intake

    Collect the information once, validate required fields, and attach it to the client record instead of leaving it inside a form notification.

  • Commercial readiness

    Track the approved agreement and payment events that actually release work. No system should mark a client ready because an email was sent.

  • Access and assets

    Request the correct systems, files, stakeholders, and permissions for the service sold. Sensitive values stay in approved credential systems, not inbox threads.

  • Internal setup

    Create the project, tasks, owner, dates, and workspace from the same source record so the team is not retyping the sale.

  • Kickoff

    Release scheduling and the welcome packet when prerequisites are satisfied—or show the exact missing item to a person who can resolve it.

Good automation here

  • Names every prerequisite and state
  • Uses source-of-truth events, not sent-email guesses
  • Assigns an owner to every exception
  • Prevents duplicate projects and tasks
  • Shows the client what remains
  • Records a clean handoff history

What it must not do

  • Approve a contract or exception
  • Infer missing sensitive information
  • Create access beyond approved scope
  • Hide a failed payment or integration
  • Send contradictory reminders
  • Replace relationship-building at kickoff
Build sequence

Model the states before connecting the tools.

  1. Trace one real onboarding

    We follow a recent client from signed agreement through kickoff and record systems, owners, wait states, and workarounds.

  2. Define the release rules

    We name which events make the client ready, which are optional, and which exceptions must stop automation.

  3. Build the source record

    One durable record holds status, ownership, requirements, and timestamps while each existing tool continues doing the job it handles well.

  4. Test incomplete paths

    Missing forms, failed payments, duplicate events, changed start dates, revoked access, and reschedules are tested before a live client enters.

  5. Watch the first releases

    The first onboarding runs with visible logs and human review. Only proven steps become unattended.

Evidence boundary

No borrowed case study.

Delta has production experience with intake, state, idempotency, monitoring, CRM write-back, and human handoffs. It does not yet publish a client onboarding result.

This page is intentionally conservative. A build can be scoped from your real process, or a labeled reference flow can be built and tested before any claim is added. Until then, there is no invented time-saved number, conversion lift, client quote, or industry logo.

The proof standard: a future case page should show the starting process, required states, exception tests, observed cycle time, failure count, and the exact operating window.

Price

Scoped to the real number of handoffs.

$1,500–$2,500

Typical initial build range when the process and source systems are ready to connect.

$500–$900 / month

Monitoring, fixes, one improvement, and an operating report if Delta continues running it.

Complex contracts, regulated data, custom software, or a broken source process may change the scope—or mean automation should wait.

Questions

Before we automate the welcome.

Do I need a new CRM or project tool?

Not by default. The first choice is to use the systems your team already understands. A tool changes only when its events, permissions, or data model make the required handoff unreliable.

Can this chase clients for missing items?

Yes, within approved cadence and language. Every reminder needs a stop condition, and exceptions need an owner instead of an endless sequence.

What if every service has a different onboarding?

We start with the highest-volume or highest-cost path, then separate shared states from service-specific requirements. One giant workflow full of hidden branches is not the goal.

Can you handle passwords or regulated data?

Credentials belong in approved vaults and platform connections, never messages or workflow JSON. Regulated data requires a separate compliance review and may be outside Delta's fit.

Bring one recent onboarding.

We will map what happened after the sale, where somebody waited, and which step is stable enough to automate first.

Book a fit call