Services · SYS-05

Client Onboarding

Credentials to kickoff in a day: intake, setup, and welcome flows that run themselves.

The first fortnight with a new client sets the tone for the whole relationship. Too often it's spent chasing forms, logins and paperwork. We chain intake, credential handling, account setup and welcome sequences together, so a signed client becomes a live client in a day, not a fortnight.

What you get

  • Intake forms that collect what you need once, in one place.
  • Secure handling of client credentials and access.
  • Account setup across your tools, triggered by the signed agreement.
  • Welcome sequences that set expectations and book the kickoff.

Why it holds up

Michael spent five years working with banks, asset managers, exchanges and lenders, organisations that check exactly who they're dealing with, how the systems work, where the data goes and who can access it. He runs Output Loop to the same standard, and onboarding is where it matters most: the system handles your clients' details with the care those institutions required.

Every step is logged, so you can see where each new client is and where a person signs off. The same approach works for new staff: onboarding that runs on its own, with policy questions answered from your own handbook.

It works with the tools you already use, such as GoHighLevel, HubSpot or Salesforce, joined up with n8n, Make or Zapier.

Tools we use

GoHighLevelInstantlyApifyn8nMakeZapierComposioHubSpotSalesforce

Related services

How we work

Map. Scope. Build. Run.

  1. STEP 1

    Map

    A free 30-minute systems-mapping call. We find where the hours go, where the leads leak, and where AI actually moves the needle — before you spend anything.

  2. STEP 2

    Scope

    A written diagnosis and a fixed price with a clear deliverable list. No hourly meters, no scope fog — you know the number and the outcome before we start.

  3. STEP 3

    Build

    Delivery in weeks, not quarters — with evidence at every step: working systems, documented workflows, and your team trained inside them.

  4. STEP 4

    Run

    We operate, measure, and iterate after launch. Research, analyse, learn, iterate — the loop that keeps the system improving instead of quietly rotting.

Start with the map.

Thirty minutes, free, no deck required — bring the process that hurts.

Book a mapping call

Fixed scope, fixed price, agreed before we start — no hourly meters.