Customer Onboarding

Launching June 2026

A smooth onboarding experience sets the tone for the entire relationship. The Altido Customer Onboarding agent ensures every new client gets a consistent, professional welcome – with nothing falling through the cracks.

What It Does

• Welcome sequence – personalised welcome emails, introduction to key contacts, and next steps
• Data collection – gathers everything needed to get the client set up
• Milestone tracking – ensures every onboarding step happens on schedule
• Handover management – smooth transition from sales to delivery team
• Client check-ins – regular touchpoints during the critical first 90 days
• CRM integration – logs everything in Altido CRM so nothing is lost

Get in touch to register your interest.