Client onboarding

Problem

Onboarding is a patchwork of emails, forms, and missing attachments.

Current process (pain)

• No single view of what is complete
• Handoff from sales to delivery drops details
• Clients repeat the same information

How DataFlight solves it

Workflows orchestrate steps; knowledge chat answers FAQs; agentic helpers draft welcome packs from CRM and templates.

Step-by-step 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.

Business outcome

• Shorter time-to-value
• Fewer dropped handoffs
• Happier first 30 days