Explore the Forge Series / Forge Onboard
Client onboarding
Forge Onboard
Intake forms, CRM sync, welcome sequences, tasks, documents, and a checklist dashboard.
What it is
Fixed scope, fixed price
Forge Onboard is a productised client-onboarding workflow. It is built to take over intake, CRM updates, welcome sequences, task kickoff, and document collection so the team spends less time on onboarding paperwork.
What you get
In scope for this package
- Smart intake form (Typeform, Jotform, or custom)
- Automated data sync to CRM and internal tools
- Welcome sequence (email/SMS with personalisation)
- Task assignment and project kickoff automation
- Document collection and e-signature workflow
- Onboarding checklist dashboard and progress tracker
- Team training at handover
Built on the tools you already use. Scope is confirmed on a 30-minute Discovery.
How it works
How it runs
The workflow, in order.
Where time is saved
Less time on client onboarding
This package is built to take over form chasing, CRM data entry, welcome emails, document collection, and kickoff checklists so the team spends less time on onboarding admin after a yes.
Investment & timeline
Fixed price, typical timeline
Add-ons
+$790 for RAG knowledge-base integration so client documents are searchable by AI.
Launch discount: 20% off first project for first 20 clients. Optional Forge Care retainers after go-live sit in the $1,490–$4,990 range.
Ready to start?
Take the free assessment, or book a 30-minute Discovery conversation. Clear picture of the work — no obligation.
Launch discount: 20% off first project for first 20 clients. All prices AUD ex GST.