Client Onboarding
A Smooth, Consistent First Experience for Every New Client.
The first weeks of a client relationship decide how long it lasts. Yet onboarding is often a scramble of chasing forms, missing documents and half-finished account setups.
Impetic client onboarding virtual assistants run your intake process end to end — collecting information, setting up accounts, sending welcome sequences and keeping every step on schedule — so your team can focus on delivering the work.
Client Onboarding Support
Structured Intake & Document Collection
Your assistant sends intake forms, tracks what has been received, and follows up politely until every contract, payment detail and required document is in place.
Account Setup & System Handoffs
We create client records in your CRM, set up project boards and shared folders, grant tool access, and hand the client over to your delivery team with a complete brief.
Onboarding SLAs You Can Rely On
Every new client moves through a documented checklist with clear timelines, so onboarding is consistent no matter how many clients you sign in a month.
Results You Can Expect
- Faster time from signed contract to kickoff
- Fewer missing documents and back-and-forth emails
- A professional, consistent first impression for every client
- Your team freed from repetitive admin during busy periods
Our Process
Map Your Process
We document your current onboarding steps, tools and required information.
Build the Checklist
We turn it into templates, email sequences and a repeatable checklist.
Run & Report
Your assistant onboards each client and reports status until handoff.
Streamline Your Client Onboarding
Give every new client a smooth start without adding to your workload.
Frequently Asked Questions
They manage the steps between a signed deal and project kickoff: sending intake forms, collecting documents and signatures, setting up accounts and records, and scheduling kickoff calls.