StreamEdgeSolutions

Business Automation · Customer lifecycle

Customer Onboarding Automation

Every new customer gets the same complete start, without anyone remembering to do it.

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From$799USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off setup project, delivered remotely, that builds an automated sequence running from the moment somebody becomes a customer: welcome message, document collection, account setup tasks, and the internal checklist your team has to complete. You pay once; we configure it and hand the running sequence over to your team.

  2. 2

    What you get

    4 deliverables, listed in full below

    • A defined onboarding sequence document
    • The running automation
    • Message templates you can edit
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

An automated workflow: trigger, rule, action and notification — illustrative concept, not a screenshot of a client system
An automated workflow: trigger, rule, action and notification. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off setup project, delivered remotely, that builds an automated sequence running from the moment somebody becomes a customer: welcome message, document collection, account setup tasks, and the internal checklist your team has to complete. You pay once; we configure it and hand the running sequence over to your team.

Onboarding is where inconsistency costs the most, because a customer forms their opinion of you in the first fortnight. This builds the sequence once — what they receive, what you need back from them, which internal steps must happen — and then runs it identically every time, with visibility over who is stuck at which stage.

The problem it solves

New customers get a great start or a poor one depending on who signed them up and how busy that person was that week.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • A defined onboarding sequence document
  • The running automation
  • Message templates you can edit
  • An onboarding pipeline board

What's included

The work covered by the figure in the buy box, at no extra cost.

  • Onboarding stage design
  • Up to 8 customer-facing message templates
  • Internal task automation
  • Document request and reminder flow
  • Pipeline board
  • Training

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Staged sequence triggered when a customer is created
  • Automated welcome and orientation messages
  • A document request and collection step with reminders
  • Internal task checklist assigned to the right roles
  • Stalled-onboarding alerts
  • A board showing every customer and their current stage

How it works

The delivery sequence from order to handover.

  1. 1

    Define the stages

    We agree what onboarding means for you and where it ends.

  2. 2

    Write the sequence

    Customer-facing messages and internal tasks are drafted and approved by you.

  3. 3

    Build the automation

    Triggers, reminders and assignment rules are configured.

  4. 4

    Test with real cases

    We run your next few real onboardings through it with supervision.

  5. 5

    Hand over

    Your team gets the board, the edit rights and the training.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • A defined start and end point for onboarding
  • An email sending account or provider
  • Someone to approve the customer-facing wording

Who this is for

  • Service businesses with a defined onboarding period
  • Businesses that need documents or information from new clients
  • Firms with compliance or verification steps at signup
  • Teams where onboarding quality varies by account manager

Business needs this addresses: Manage customers, Automate work

What's not included

Just as plainly as the list above: the things this package is not.

  • Writing your legal or contractual documents
  • Email or SMS sending fees charged by your provider
  • Identity verification services, which are quoted separately if needed
  • Ongoing management of onboarding — the automation runs it, your team owns it

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Can it collect signed documents?

It can request, chase and store uploaded documents. Legally binding e-signature needs a signature provider, which we can integrate as a separate item.

Does it replace the human relationship?

No. It removes the administrative half so your team spends its time on the conversation rather than the checklist.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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