Pre-built business logic, wired up and ready to run.
Customer onboarding workflow
Designed to move customers quickly through an end-to-end journey, taking them up to 90% of the way to completion in a single flow.
Configuration
- Core Volume CRM database structure
- Email templates for key customer touchpoint
- Integrations to verification services & APIs
- Pre-built workflow automations
Blueprint Steps
Key elements included in onboarding journey
1. Sign up portal
Customers start their journey through a branded web portal — hosted internally or externally. They enter their details once, and the process begins. No paper forms, no back-and-forth.
2. Create customer records
Details captured at sign-up are stored securely in your database and immediately accessible via the portal. Your team has a single, accurate record from day one.
3. Live verification and validation
Identity checks happen in real time, connected to whichever third-party validation services your compliance process requires. Customers move forward faster, and your team isn't waiting on manual checks.
4. Criteria matching
Filter incoming records against your defined parameters to confirm suitability. Only customers who meet the right criteria progress — automatically, without manual triage.
5. Document generation
The right documents — contracts, letters, agreements — are generated automatically using the customer's data. Consistent, professional, and ready to send without anyone touching a template.
6. eSignature
Key documents are published to a secure portal for customer signature. No printing, no scanning, no chasing. Customers sign when it suits them, and the record updates instantly.
7. Email confirmation
Once complete, customers receive an automated confirmation with all relevant documentation attached. A clean end to the process — for them and for your team.
