Client Onboarding Template Overview

HighGear’s configurable templates make it easy to rapidly deploy and securely manage work at scale.

What is the cost of managing through spreadsheets, email, and subpar legacy applications?

Does your company encounter these challenges?

  • Inability to keep track of high volumes of client onboarding processes
  • Difficulty collaborating across departments
  • Lost efficiency due to manual, time consuming tasks
  • Poor timeliness in engaging clients
  • Difficulty meeting compliance and regulations

Business costs of these pain points include

  • Longer time-to-value duration
  • Impaired ability to grow client capacity
  • Low client satisfaction level, poor company image
  • Poor decision-making
  • Organizational friction

How HighGear’s Client Onboarding Template Will Help You

End to End Process Automation

Rapidly deploy and securely manage end to end processes.

  • Manage Cross-department Work Activities, Reviews, and Approvals
  • Full traceability
  • Create workflows and forms using no-code design tools
  • Automatic Notifications, Alerts & Escalations
  • Integrate with Enterprise Business Applications (ERP, CRM, RPA, HRIS

Use the template as is, or easily configure to fit your needs.

Operational Excellence

Increase efficiency across your organization.

  • Reduce client onboarding cycle times
  • Engage clients with better ease of time
  • Automate manual activities such as new task assignments
  • Information is organized, easily accessible, and available when needed.
  • Achieve SLAs

Use the template as is, or easily configure to fit your needs.

Status Tracking and Reporting

Easily manage client onboarding processes. Track status and report KPIs across all clients.

  • Real-time project and task visibility
  • Automatic report distribution
  • Escalations and alerts
  • Effective activity prioritization & delegation
  • Work-oriented team chat & collaboration

Use the template as is, or easily configure to fit your needs.

Audit and Compliance

HighGear provides a non-repudiated record of compliance.

  • Every change from individual work history to system wide configurations is recorded
  • Full audit trail
  • Detailed activity logs
  • Decrease audit time and expense
  • Successful audit outcomes achieved

Use the template as is, or easily configure to fit your needs.

Don’t Just Take It from Us

As pioneers in the industry for over 15 years, we’ve served some of the most high-performing companies in the world. We’ll let them tell you why HighGear is the only choice for no-code workflow and process automation.

Broken Processes Cost More Than You Think

Decrease Revenue

Slow Turnaround

Delayed Reporting

Organizational Friction

In any industry, time is money. Put HighGear’s process templates to work for you today, and start operating at the speed of thought.

HighGear’s No-Code Workflow Platform Enables Management of Any Process


Supply Chain

Lead Time Management


Quote Requests

Work Orders


Warranties & Claims

Continuous Process Movement

Back Office Tasks


Quality Management

Job Setup & Fulfillment


ERP Integrations

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