Free tool
How much of your client onboarding can be automated?
Tick what you still do by hand, get the recoverable hours per month and the three steps to automate first, without losing the human touch. No email, no signup.
Which steps are still manual? Adjust hours per client if needed.
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Your automation potential
0 h / month
recoverable (0 h of the 0 h you spend per client)
Tick the steps you still do by hand. The estimate weighs each step by how much of it is pure logistics vs. human judgment.
The parts clients actually value, the kickoff conversation, the training itself, stay human. What gets automated is the scheduling ping-pong, the chasing and the copy-paste around them.
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