Set up a new client in four guided steps
Add a client once and give YuktiBOS what it needs to plan and do the work: their story, what they bought, their channels and who signs in.
How it works
4 steps in YuktiBOS.
Where to find it: Clients, Add a client (onboarding).
- Add the client. Only the name is needed to begin.
- Tell YuktiBOS the business story, then tick the areas they bought and enter the monthly fee.
- Add the people who will sign in on the client's side.
- Finish with a welcome and a first-week plan. Draft answers survive a refresh, so you can come back.
What you get
What comes out of it.
A client record that shows what is still missing as Configured, Partial or Not set.
A choice of two routes: quick staff steps, or a deeper enrolment wizard for building the client's knowledge.
Answers pulled from an uploaded file, so you type less.
You may also know this as: client onboarding software, onboard a new client, client intake form for agency.
Questions people ask
Do I have to fill everything in on day one?
No. Only the name is required to start. The client list shows which set-up items are still missing so you can fill them as you go.
Related things you can do
More from Clients and CRM
See it in a use case
Want to set up a new client in four guided steps?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.