Client On-boarding Workflow
Lamina
About: Client On-boarding Workflow
Client: Lamina AI
Sector: Consultancy
Lamina AI is dedicated to streamlining business operations through AI automation. As a newly launched consultancy, we recognized the need for an efficient client onboarding workflow to manage inquiries, streamline processes, and enhance the client experience.
From the outset, we designed a custom automation system to handle lead capture, schedule consultations, and centralize client data. This system ensures seamless onboarding, reducing manual workload and enabling us to focus on delivering high-impact AI solutions. As a small team, implementing this workflow internally has been crucial in optimizing our efficiency and setting a strong foundation for growth.
The Challenge
As a newly established AI consultancy, Lamina needed a streamlined client onboarding process that reflected both efficiency and professionalism. With a small team handling multiple responsibilities, we lacked the bandwidth for manual onboarding while ensuring a seamless client experience. Traditional approaches were too time-consuming and inconsistent, making it critical to develop an automated workflow that could handle inquiries, contracts, and data collection efficiently—without adding unnecessary complexity to our operations.
The Solution
Lamina developed an automated client onboarding workflow using Google Forms, Excel, ChatGPT, Calendly, and Slack.
The system:
- Automatically collects client information via Google Forms.
- Uses AI-generated personalized email responses to welcome new clients.
- Organizes client data in an Excel-based CRM for tracking.
- Triggers Slack notifications to update the team on new sign-ups.
- Integrates Calendly for scheduling onboarding calls.
The Impact
Reduced onboarding time by 50%, improving response rates.
Enhanced client experience through personalization.
Eliminated manual data entry for internal teams.
Created a scalable, cost-effective onboarding system adaptable to larger CRMs like HubSpot or Salesforce.
Get In Touch
Let your business flow effortlessly
You'll love working with Lamina if...
✅ You’re a forward thinker ready to embrace AI automation
✅ You see technology as a tool for growth, not just a quick fix
✅ You value seamless, data-driven efficiency in you’re business
✅ You’re ready to streamline workflows and stay ahead of the competition
Lets build smarter solutions together
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UK: 07954 113990
📧 Email us
gwtcooper16@gmail.com