1. New clients wait a day or more for a welcome message
2. Onboarding steps depend on someone remembering the checklist
3. Every new client gets a slightly different experience
→ Consistency in onboarding builds trust before the real work even starts.
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Posted Sep 28, 2026
3 signs your onboarding needs automation:
1. New clients wait a day or more for a welcome message
2. Onboarding steps depend on someone remembering the check...