operations-adminsales-proposals
Client onboarding
Onboarding is a patchwork of emails, forms, and missing attachments.
The manual reality
✕No single view of what is complete
✕Handoff from sales to delivery drops details
✕Clients repeat the same information
How DataFlight fits
Workflows orchestrate steps; knowledge chat answers FAQs; agentic helpers draft welcome packs from CRM and templates.
The flow
1
Kickoff
Deal won triggers workflow from CRM.
2
Tasks assigned
Legal, finance, delivery get sequenced tasks.
3
Client comms
Templated emails with personalised fields.
4
Completion gate
Nothing moves to “live” until checklist green.
Modules used
Knowledge Base Chat
Agentic AI Chat
Custom workflows (built by us)
Example output
Onboarding dashboard state + client-facing pack.
What changes
✓Shorter time-to-value
✓Fewer dropped handoffs
✓Happier first 30 days