Coastal Consulting Group
Coastal Consulting Transforms Client Onboarding
-60%
Onboarding Time
Reduced from 2 weeks to under 3 days
94%
Client Satisfaction
Post-onboarding satisfaction score
2x
Capacity Increase
Doubled client capacity without new hires
90%
Document Collection
Automated without manual follow-up
The Challenge
Coastal Consulting Group, a professional services firm, was spending excessive time on client onboarding. The manual process of collecting documents, scheduling kickoff meetings, and setting up client portals was taking up to 2 weeks per client. This delayed project starts and frustrated new clients eager to begin working together.
The Solution
Calimatic AI automated the entire client onboarding workflow. An AI assistant handles document collection through smart forms, automatically schedules meetings based on availability, creates client portals, and sends personalized welcome sequences. The system integrates with their existing project management and CRM tools.
The Results
Client onboarding time was reduced from 2 weeks to under 3 days. The firm could take on more clients without adding administrative staff, and client satisfaction scores improved significantly due to the smooth, professional onboarding experience.
"Our clients are impressed by how smooth and professional our onboarding is. What used to take weeks now happens in days, and our team can focus on delivering value instead of chasing documents."
Amanda Foster
Managing Partner, Coastal Consulting Group
Implementation Highlights
- Smart document collection forms with AI validation
- Automated meeting scheduling with calendar integration
- Client portal auto-provisioning
- Personalized welcome email sequences
- Integration with project management and CRM systems
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