Published by CXJ Labs, an automation company. Not independent. Read our disclosure.

Onboarding

6 processes, average 62% automatable

Onboarding covers new clients and new staff: collecting forms and documents, creating accounts, sending welcome material and scheduling the first sessions. The checklist is very automatable. The relationship is not. Done well, automation removes the dead time between a signature and a first real conversation, which is where buyer's remorse grows.

Process	Automatable today	Hours back / week
Onboarding document collection Mostly.	74%	5.5
Customer welcome sequences Largely.	69%	5.5
Account provisioning Largely.	61%	4
Employee offboarding Partly.	56%	3
Client onboarding Partly, and the automatable part is the part clients notice most.	55%	5.5
New hire onboarding Partly.	54%	4.5