Onboarding Master: Orchestrating Customer Pipelines

Onboarding a new MSP customer involves a chain of manual steps: send a quote, wait for acceptance, send a questionnaire, chase it up, enter data into PSA, generate contracts, set up services. Steps get missed. Information gets lost. Customers wait. Onboarding Master replaces this with a visible pipeline.

11 Pipeline Stages

Draft, Quote Sent, Quote Accepted, Info Capture, Info Review, Contract Sent, Contract Signed, Service Setup, PSA Sync, Monitoring Setup, Complete. Each stage has clear entry and exit criteria. The dashboard shows every onboarding’s status at a glance.

Two Entry Paths

Path A (Quote First): staff creates a prospect, sends a quote via the existing Quote Builder, prospect accepts via a branded magic-link page, pipeline advances automatically. Path B (Direct Onboarding): staff skips the quote and goes straight to info capture for existing customers adding services.

No New Systems

Onboarding Master creates nothing new. It orchestrates existing systems: Quote Builder for quotes, Infinite Forms for data capture, E-Sign Contracts for signing, Service Contracts for setup, Magic Links for prospect access, Robot Workflows for automation. It is pure glue, and that is exactly why it works.