Client Onboarding

Onboard Every New Client Without Lifting a Finger

From the moment a contract is signed, Sabius runs intake, document collection, welcome emails, and internal handoffs — so every client feels like a VIP and your team never starts from scratch.

Common Bottlenecks

What's Slowing Your Team Down

Inconsistent client experience

Some clients get a polished onboarding, others get crickets.

Manual intake forms

Sending, chasing, and re-sending forms eats your week.

Documents arrive in fragments

It takes 4 follow-ups to collect everything you need to start the work.

Internal handoff confusion

Sales hands off to ops with no consistent kickoff process.

What We Automate

Workflows Built Around Your Operations

  • New client welcome sequences
  • Intake form delivery and tracking
  • Document request and reminder workflows
  • Engagement letter / contract signature follow-up
  • Internal kickoff and team handoff notifications
  • Onboarding milestone check-ins
Our 3-Step Process

A Clear Path From Bottleneck to Automated

01

Assess

We map your current workflows, identify repetitive admin work, and pinpoint the highest-leverage automation opportunities.

02

Automate

We design, build, and integrate automation across your existing tools — without ripping out what already works.

03

Optimize

We monitor performance, refine workflows, and continuously improve so your operations get sharper over time.

ROI Calculator

How Much Is Manual Admin Work Costing You?

Estimate the time and money you could reclaim by automating repetitive administrative work.

Assumes ~70% of repetitive admin work is automatable. Actual results vary.

Estimated Annual Savings
$0
Per week
$0
Hours reclaimed/wk
0
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Pricing

Simple, Transparent Pricing

Monthly plans starting at $497/mo with a one-time setup fee. Every package includes implementation, onboarding, training, and a monthly strategy call.

See Full Pricing

Ready to Automate the Admin Work?

Book a free 30-minute automation assessment. We'll map your bottlenecks and show you what's automatable.

Book My Free Assessment