Client Onboarding Automation

    Stop Chasing Documents. Start Onboarding Clients Faster.

    Automated onboarding for professional services firms: save time, reduce errors, and start billing faster.

    The Onboarding Nightmare

    Document Collection Chaos

    Emailing back and forth for ID, proof of address, company documents... it never ends.

    Weeks to Get Started

    New clients wait forever to be fully set up. Some drop off before you even start.

    Things Fall Through Cracks

    Missing compliance checks, incomplete details, forgotten engagement letters.

    Manual Reminders

    You're the one chasing clients for documents they promised to send 'tomorrow'.

    The Hidden Costs

    Admin time per new client5-10 hours
    Average onboarding time2-4 weeks
    Drop-off before completing15%
    Lost in delayed billing£1000s

    Automated Onboarding That Works

    From signed proposal to fully onboarded — without manual chasing

    1

    Welcome Email

    Sent automatically when they sign

    2

    Document Request

    Secure upload link with checklist

    3

    Auto Reminders

    Follow-ups until complete

    4

    Setup Complete

    Notify team, start services

    What's Included in Automated Onboarding

    Digital Document Collection

    • Secure file upload portal
    • ID verification integration
    • Compliance checklists
    • Electronic signatures

    Automated Communications

    • Welcome email sequence
    • Document request reminders
    • Progress updates to client
    • Completion confirmation

    Workflow Triggers

    • Team notifications
    • Calendar booking integration
    • CRM status updates
    • Task assignments

    Client Experience

    • Branded client portal
    • Mobile-friendly uploads
    • Progress tracking
    • Clear expectations

    The Results You Can Expect

    80%

    Less admin time

    3 days

    Average onboarding

    95%

    Completion rate

    Faster

    Time to first invoice

    Ready to Streamline Your Onboarding?

    See how we can cut your onboarding time by 80% — book a quick walkthrough.

    Part of our complete marketing automation for professional services.

    Everything Your Business Needs to Thrive

    A complete digital transformation package that works while you sleep

    Website

    A fast, mobile-friendly website built to convert visitors into paying customers.

    • SEO-ready and Google Business Profile integration
    • Modern, responsive design that reflects your brand
    • Lightning-fast performance
    • Lead capture forms and booking integration

    Reviews

    Build trust and win more business by managing your online reputation.

    • Automated review request campaigns
    • Monitor and respond to reviews across platforms
    • Showcase testimonials on your website
    • Address negative feedback professionally

    Campaigns

    Targeted outreach that re-engages past customers and attracts new ones.

    • Automated win-back email and SMS sequences
    • Personalised offers for inactive customers
    • Seasonal and promotional campaign management
    • Track campaign performance and ROI

    Automation & AI Employee

    Streamline operations with intelligent automation and a 24/7 AI assistant that handles enquiries, bookings, and missed calls.

    • AI employee answers FAQs and captures leads around the clock
    • Missed call text-back so no lead goes unanswered
    • Automated follow-ups via email and SMS
    • Auto-invoicing, bookings, and smart reminders
    • Integrates with email, WhatsApp, Messenger, or CRM

    Ads Management

    Get your business in front of the right people with expertly managed ad campaigns across Google, Facebook and Instagram.

    • Google Ads setup and management
    • Facebook & Instagram ad campaigns
    • Targeted audience research and segmentation
    • Monthly performance reports and optimisation
    • Maximise ROI with data-driven strategies

    Reporting

    Clear, actionable insights so you always know what's working and what to improve.

    • Real-time performance dashboard
    • Lead and conversion tracking
    • Monthly performance reports
    • Data-driven improvement recommendations
    Pricing

    Simple, Transparent Pricing

    No hidden fees. No long-term contracts. Just results.

    Website

    Professional online presence for your business

    £50/month
    • SEO-optimised website
    • Mobile-friendly responsive design
    • GDPR compliant
    • Custom domain included
    • Fast & secure hosting included
    • SSL certificate
    • Ongoing maintenance & updates
    Get Started
    Most Popular

    Website + Marketing Platform

    Everything you need to grow — website, automation & lead management

    £200/month
    • Everything in Website plan
    • All-in-one marketing platform
    • Automated review requests & replies
    • Referral program automation
    • Missed call text-back
    • Automated lead responses
    • Business owner lead app
    • See all leads in one place
    • Done-for-you setup & service
    Get Started
    Superior

    Full Growth Package

    Complete done-for-you marketing with ads management

    £400/month
    • Everything in Marketing Platform
    • Google Ads management
    • Facebook & Instagram Ads
    • Monthly ad performance reports
    • Campaign strategy & optimisation
    • Dedicated account manager
    Get Started

    *Separate ads budget required — not included in monthly fee

    5.0

    What Our Clients Say

    Real reviews from real clients on Google

    "Tom created my website for me and is kindly hosting it (i have no idea about those kind of things) he talked me through everything and i gave him the idea/vision of what i wanted and he couldn't have gotten it more spot on! Could not recommend highly enough tbh, he's brilliant!"

    A

    Aimee Rebecca

    Verified Google Review

    "MM Studios have been brilliant to work with. They helped me with my website and e-commerce store, as well as shaping my digital marketing strategy, including social media and other bits and pieces along the way. They were incredibly responsive, proactive, and genuinely helpful throughout the whole process. Nothing felt too much trouble, and everything was explained clearly. I'd highly recommend MM Studios to anyone looking for reliable, knowledgeable support with their online presence."

    M

    Micaela Marinelli

    Verified Google Review

    "MM Studios helped our solo ballet warm wear website and automating the business. Really easy to work with. Recommend 100%."

    L

    Lucia Zenga

    Verified Google Review

    GoogleSee all reviews on Google

    Ready to Automate Your Success?

    Get a free consultation and custom automation plan for your business

    What Happens Next?

    1

    We analyse your business and current setup

    We pinpoint exactly where enquiries drop off across your site, ads, Google, and inboxes.

    2

    Capture and follow up with every lead

    Instant AI responses across calls, forms, Facebook, Instagram, WhatsApp, and email.

    3

    Go live in 7–14 days — proven before launch

    Fully installed, tested, and demonstrated so you can see it working end-to-end.

    4

    Turn enquiries into booked appointments

    Automatic follow-ups, bookings, and reminders — hands-free.

    Risk-Free Guarantee

    We build, install, and prove the system works. If it doesn't do what we've agreed, you don't pay — or you get a full refund.

    info@mmstudios.tech
    +44 7476 942114
    Live chat available 24/7

    Book Your Free 15-Minute Intro Call

    Related Resources for Professional Services

    Marketing AutomationLead GenerationCRM SolutionsReview Generation