KipangaEvents
kipanga.comContact
Live Executive Series
Session Ended

AI-Powered Client Onboarding

From Signed Contract to Fully Operational in Days, Not Weeks

📅Feb 18th
⏱45 Min
FREE TO ATTEND

This was a live-only session - no recording available.

Session Recap

What We Covered Learn

Slow onboarding kills retention before it starts. We'll demo the AI-powered workflows that automate document collection, account provisioning, folder creation, welcome sequences, and handoff coordination - compressing weeks of back-and-forth into days of seamless setup.

01

Live demo: new client goes from signed contract to fully provisioned.

02

The churn math: how onboarding speed directly impacts 12-month retention.

03

Workflow blueprints: copy-paste automation templates for your own stack.

Topics Covered

Client OnboardingWorkflow AutomationRetentionDocument ProcessingCRM
Duration45 Min
FormatLive Q&A
LevelAll Levels
CostFree
45 Min Deep Dive

The Blueprint

Every step of the pipeline - fully automated, fully covered.

⏱️
Step 1 of 6

The Onboarding Tax

What slow setup really costs

📑
Step 2 of 6

Document Collection

Stop chasing paperwork

📁
Step 3 of 6

Account Provisioning

Folders, access, tools - automatic

📬
Step 4 of 6

Welcome Sequences

Personalized, not templated

🔗
Step 5 of 6

Handoff Coordination

Sales to delivery, zero gaps

📈
Step 6 of 6

Onboarding Dashboards

Real-time visibility

Your Hosts

Meet the Architects

The people who build these systems every day - not consultants who read about them.

Guy Treves

Guy Treves

Head of AI & Automation

KipangaLinkedIn
David Treves

David Treves

Director & Cloud Specialist

KipangaLinkedIn
Common Questions

Frequently Asked

--/06

Slow onboarding kills retention before it starts. We'll demo the AI-powered workflows that automate document collection, account provisioning, folder creation, welcome sequences, and handoff coordination - compressing weeks of back-and-forth into days of seamless setup.

The webinar takes place on Feb 18th and runs for 45 Min. There are 2 sessions available across different time zones.

Yes, this webinar is completely free to attend. Registration is required to receive the access link.

This webinar is hosted by Kipanga, an Australian enterprise growth consultancy. Speakers include Guy Treves (Head of AI & Automation) and David Treves (Director & Cloud Specialist).

This is a live-only session with no recording. The interactive Q&A portion is a key part of the experience, so we encourage live attendance.

The session covers 6 key areas: The Onboarding Tax, Document Collection, Account Provisioning, Welcome Sequences, Handoff Coordination, Onboarding Dashboards.

← Back to All Events