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Falnor / Solutions

Client onboarding automation, from signed scope to kickoff

A signed proposal should start a project. In practice it starts a round of copying: the deal into the project tool, the terms into billing, the contacts into the shared inbox. Falnor builds a system that carries a signed scope through to a ready project and a billing set-up, with a person approving the handover.

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The gap between sold and started

Details agreed in the sale are lost between teams. The delivery team asks again, billing is set up from memory, and the client feels the friction in the first week.

  • The deal, the project and the billing are three records entered separately.
  • Terms and rates are copied by hand, so they drift from what was signed.
  • Kickoff waits on someone remembering to start the checklist.

What the system does at handover

It starts from the signed document and builds the records the team needs. It works with HubSpot, Salesforce and your finance tool.

Reads the signed scope

Deliverables, dates, rates and contacts are read from the agreement and checked against the deal.

Builds the records

The project, the billing set-up and the contacts are created once, from the same source.

Starts the checklist

Welcome steps, access requests and the first tasks are raised for the right people on the right dates.

Flags what is missing

Anything unclear in the agreement is listed for the account owner before work begins.

The account owner approves the handover

The system starts read-only, showing what it would do on your real cases before it does anything. It takes over one task at a time, once it is right at least 9 times in 10. Anything unusual, large or hard to undo waits for a named person, and every step is recorded. Nothing is created in billing until the owner has checked it against the signed scope.

Works with the software you already use

We build on your own tools instead of asking you to move. Common starting points:

  • HubSpot
  • Salesforce
  • Xero
  • Sage
  • Zendesk

We work with businesses in the US, the UK and Europe.

Questions people ask

What is client onboarding automation?

It is using software to carry a signed agreement into the project, billing and contact records and to start the onboarding checklist, so nothing is re-typed.

Does it read contracts?

It reads the agreed scope, dates and rates, shows where each value came from, and asks a person when something is unclear.

Is it only for agencies?

No. It suits any firm that goes from a signed proposal to delivery, including consultancies, IT services and contractors.

Which CRMs does it work with?

HubSpot and Salesforce are common starting points. Tell us what you run on the discovery call.

How is it priced?

A named process is scoped first, then built at a fixed price agreed in writing before any build starts. The guide to how automation projects are priced explains the parts.

Which countries do you work in?

We work with businesses in the US, the UK and Europe. The system runs on your own software, so your data stays where it is.

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