On-demand webinar

How to automate your Client Onboarding Process with Clustdoc.

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Why you should attend?

Do you automate client onboarding tasks? 

Onboarding new clients can be daunting and time-consuming for client-facing teams, and we know how frustrating it can be for teams when the client onboarding process and tasks are managed manually.


In this webinar, we discuss concrete tactics on how to automate client onboarding in an organization. ​​

If you want to help your team work more efficiently when managing client onboarding, applications, or projects, this session would be a great way to start!

Meet the Hosts:

Ridham Desai

Account Executive @Clustdoc

Laura Lechat

Marketing Manager @Clustdoc

What we cover in this session:

  • Discover strategies to run and manage a successful onboarding process that eliminates manual tasks and error prone. 
  • Explore the benefits of implementing a dedicated client onboarding software to automate tasks and reduce onboarding time - and costs. 
  • Get the best out of Clustdoc Digital Onboarding Software through a demo and see how digital onboarding helps your team free up time to focus on high-value tasks.