Customer Onboarding Automation

Experience is everything to your business. How you manage requests, information handling and communication in those early stages set the standards for your business. The onboarding process can be very demanding, both for the customer and for your internal team. Whether you have a dedicated customer experience team, account managers or this is handled by the sales department, automation facilitates faster, more effective onboarding so you can focus on billable, deliverable hours and the service you’re providing. 


Get off on the right foot, improve retention rates and cut out churn with customer onboarding automation. 

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3 Steps to RPA Success


To achieve total business optimisation you need to know what needs automating, the resources and timelines required and your ROI. Using a combination of process mining, process mapping, and the jaam discover methodology, we have you covered.


The jaam team combines deep technology expertise and project experience to ensure successful delivery. If you need help with establishing an RPA practice or solving a specific business problem, our team are on hand to help.


We work as ongoing robotic process automation consultants for our clients., although we prefer to think of ourselves as partners. Our membership schemes mean we can support you as you grow your use of RPA over time.

Get it right from the get-go with customer onboarding automation

Customer onboarding automation is built for the customer themselves, but also to benefit the team. An intelligent and bespoke solution will provide a seamless experience for clients through automated and personalised communication flows, prompts for information and quality support where it might be needed. Through customer onboarding automation, businesses are able to demonstrate value from the get-go. 


For the internal operation, onboarding automation can be totally transformative. Take back the time spent manually preparing documentation like contracts, pitches and presentations, and reinvest those hours. Lighten the load on your team by automating comms to provide quality, people-focused support when it’s really needed. Ensure all documentation and information is accessible and can be shared, from onboarding to the delivery teams, without stress or worry. 


Standardising the onboarding process allows you to provide the same standard for every customer and frees up time for you to go that extra mile when needed. Research indicates that employees work best within set guidelines and parameters; a defined and automated onboarding process gives everyone involved clarity and confidence in who they’re working with. 


Jaam are automation experts. The hottest technologies, finest skills and best people have come together to establish Jaam - a company that puts people at the forefront of automation and robotic processes. We believe that businesses are human. The solutions we build are designed to support the people within your organisation.


Successful transformation can only be achieved using the right tools for the right job. Jaam supports businesses like yours from idea through to automation, starting with the best and most appropriate software. We bring our deep bench of technology and experience to ensure the best possible result for every project.


Purchasing your technology is only half the process. Now it’s time to deliver. Here at Jaam, our automation consultants will help you cross the line and ensure you achieve what you set out to. From building robots to project management, mapping process to automating workflows, Jaam delivers value for your organisation.

Automation can be intimidating. At Jaam, we don’t want it to be.

Still not sure about automation for customer onboarding?

Hubspot research indicates that 90% of customers think that companies ought to have better processes when it comes to onboarding. At Jaam, we know that you’d only be considering customer onboarding automation because the service you deliver is paramount and you’d never want to let anything – or anybody – slip through the cracks. We get it because we’re exactly the same. 

As automation consultants, we’ll work with your team to identify the challenges and changes that can be made before even talking about the technologies. Once a solution is installed, we’ll work closely with your team to ensure everyone is confident using any new tools so that you can continue to offer the very best experience. 

For more information or to find out how we’ve helped companies like yours relieve bottlenecks and overcome challenges, get in touch with our team today. 

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