Automated Onboarding Workflows for Clients & RBTs (Info sheet)
Stop drowning in admin work. đźš«đź“‹
Our automated onboarding workflows take the hassle out of welcoming new clients and RBTs so you can focus on what actually matters—service quality and growth.
Built using secure, customizable automation, these workflows:
Collect and organize intake forms automatically
Store documents in the right place (every time)
Send tailored emails to clients or RBTs instantly
Keep you compliant while saving hours every week
Whether you’re a small ABA agency or a growing business, we’ll help you set up client onboarding and RBT onboarding workflows that work for you.
đź’ˇ Schedule your free 45-minute consultation to see how automation can save you time, reduce errors, and cut admin costs.
📧 Email: mjcK1780@gmail.com
đź”— Connect on LinkedIn: Michael Cooper, MBA, PMP, CSM
