Client Onboarding Engine
Move from signed deal to fully operational client — without chaos, delays, or missed steps.
See the Onboarding FlowClosed Deals Still Fail Without Structure
Winning a deal is only half the battle. Poor onboarding introduces confusion, delays delivery, and erodes trust before real value is ever delivered.
Client Onboarding Engine replaces ad-hoc handoffs with a structured, repeatable onboarding system.
What This System Does
- •Triggers onboarding workflows automatically after deal close
- •Collects required documents and information
- •Coordinates scheduling and kickoff steps
- •Creates internal tasks and assignments
- •Tracks onboarding progress and completion
- •Maintains a complete onboarding audit trail
Designed as an Operational Pipeline
Client Onboarding Engine is built as a deterministic workflow — every client follows the same disciplined process unless explicitly routed otherwise.
Behind the scenes:
- •Intake requirements are enforced automatically
- •Tasks and milestones are generated programmatically
- •Exceptions are flagged early instead of discovered late
- •All actions are logged for visibility and accountability
Workflow orchestration is handled via n8n, allowing onboarding to adapt to different services and engagement models without rebuilding the system.
Why It Matters
- •Faster time-to-value for clients
- •Fewer onboarding errors
- •Clear ownership and accountability
- •Reduced internal friction between teams
Who It’s For
- •Service providers
- •Project-based businesses
- •Professional firms
- •Teams scaling beyond founder-led onboarding
Modular by Design — Governed by Choice
Client Onboarding Engine can operate as a standalone automation system with its own workflows and integrations.
When operated under Mentis, onboarding gains:
- •Persistent client context
- •Policy enforcement across engagements
- •Cross-tool coordination
- •Long-term optimization of onboarding performance
Integrations
- •CRM systems
- •Document storage and e-signature tools
- •Calendars
- •Internal task and project systems