Remote Customer Onboarding
Boilerplate is a cloud-based document management system that empowers organizations to streamline processes, eliminate paperwork, and improve transparency.
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Digital onboarding of customers can be time consuming and disorganzied , especially when your business is scaling.
This tidal wave of paperwork is tedious, labor intensive, and inconvenient for both parties: That’s where we come in to streamline digital client onboarding.
Boilerplate is cloud-based digital onboarding solution. We modernize customer onboarding - saving your business time and money.
Replace reminders, follow-ups, email attachments, and to-do lists with a seamless document intake and e-signature process. Boost efficiency and client satisfaction with a white glove customer onboarding experience.
The Real Cost
Does your client document onboarding look like this?
Where did that go again? What did we name it?
2. Draft email with list of requests
Find a previously used list in an email and modify it for this client.
1. Locate and prefill document(s)
3. Send and add to tracking sheet
4. Wait and remind
5. Review for quality
6. Download and rename files
Update spreadsheet with a list of all forms, files and tasks you've requested.
Aren't you getting tired of sending, "Just following up..." emails?
In a crowded inbox, things fall through the cracks. If it's not caught fast, you could be held liable.
Now that it's back, finally, you have to sort and store it. You need it accessible, but out of the way.
Seems Like a lot of work.
With Boilerplate, customer onboarding gets a lot simpler:
1. Add client email and choose a pre-built, persona-based checklist
2. Personalize checklist, set due date, and press send. That's it!
Your client will receive an email with a link to a portal showing everything they need to complete. It will update in real-time as they complete each request, and you'll be notified once they're done:
They can e-sign documents, fill digital forms, upload their own documents from desktop or mobile, and flag anything they don’t have. This means nothing is missed, incomplete, or forgotten.
They'll get automated reminders if you've set a due date, plus you can easily initiate a manual reminder through Boilerplate that will send them your custom note with a link to complete everything.
On the back end, the entire admin team can see what's open and closed, eliminating unnecessary communication.
Boilerplate is your solution to
digital customer onboarding.
Make new client document onboarding smooth and simple, starting the relationship right.
Other Benefits:
Convenient Digital Storage
You can keep your files organized in Boilerplate's secure storage - think of it as a digital filing cabinet.
When you’re ready to download them, your files can be automatically named and sorted: no more manual organizing.
No Coding Required
You don’t have to be a techie to use our customer onboarding software. Our out-of-the-box document intake & e-sign solution replaces all other applications with a secure, end-to-end intake platform.
Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.
Data Security
Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.
Transform client digital onboarding.
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