Conditional Onboarding

Automatically deliver the right onboarding experience for every client.

Too many client variations?

Hard to remember who gets what?

Steps changing every time?

See How Much You Could Save

What You Get

Conditional Onboarding removes the manual decision making from client onboarding.


Each client receives a clear, consistent onboarding experience that matches what they purchased, without your team needing to remember packages, tiers, or steps. Onboarding stays structured and predictable, progress remains visible, and every client starts with the right instructions from day one.

How it Works

Detect New Clients
Identify Client Type
Generate Welcome Email
Send & Notify
Detect
Identify
Generate
Send

Detect New Clients
The system detects when a new client signs up or enters your onboarding process.

Identify Client Type
Each client is categorized automatically based on their package, tier, or service type.

Generate Welcome Email
The correct welcome message and onboarding materials are prepared to match the client’s category.

Send and Notify
The onboarding is delivered and your team is kept aligned without manual coordination.

Onboarding runs consistently in the background while every client receives the correct start.

Measurable Impact

These outcomes show the difference Conditional Onboarding makes every day.

Before
After
Uncertainty around which steps apply to each client,
Correct onboarding path selected automatically,
Clients receiving mixed or incorrect instructions,
Every client receives a structured, tier appropriate sequence,
Time spent double checking packages and messages
Onboarding delivered accurately without manual review

These changes create a predictable onboarding workflow where clients receive the correct instructions from the start and teams no longer need to manage variations manually. Onboarding becomes consistent, accurate, and easy to run at scale.

Results That Matter

Measured outcomes trusted by teams automating multi-tier onboarding.

Accurate Steps for Every Client

Each client receives the onboarding sequence that matches what they purchased, removing guesswork and reducing errors.

Consistent Experience Across All Tiers

Onboarding quality stays consistent across packages and service levels, ensuring every client starts with clarity and confidence.

Manual Routing Removed

Teams no longer need to sort clients or adjust messages, allowing onboarding to run smoothly even during busy periods.

Clear Team Awareness

Everyone knows what stage a client is in without checking multiple tools or retracing steps.


Perfect For These Challenges

If any of these describe your workflow, Conditional Onboarding delivers immediate value.

This workflow is well suited to teams managing multiple client types who need onboarding to remain consistent, accurate, and easy to run without manual intervention.

This workflow is well suited to teams managing multiple client types who need onboarding to remain consistent, accurate, and easy to run without manual intervention.

Proven Outcomes

Real outcomes from teams who automated this part of their workflow.

0

Clients onboarded this month

Before this, we were constantly double checking which onboarding message each client should receive. Now every client gets the right start automatically, and onboarding feels structured and reliable again.

Amelia R.

Bristol

0

Clients onboarded this month

Before this, we were constantly double checking which onboarding message each client should receive. Now every client gets the right start automatically, and onboarding feels structured and reliable again.

Amelia R.

Bristol

0

Clients onboarded this month

Before this, we were constantly double checking which onboarding message each client should receive. Now every client gets the right start automatically, and onboarding feels structured and reliable again.

Amelia R.

Bristol

0

Hours saved each week

Onboarding used to depend on someone noticing the signup and remembering what to send. With this in place, everything runs consistently and clients start faster without confusion.

Trevor M.

Edmonton

0

Hours saved each week

Onboarding used to depend on someone noticing the signup and remembering what to send. With this in place, everything runs consistently and clients start faster without confusion.

Trevor M.

Edmonton

0

Hours saved each week

Onboarding used to depend on someone noticing the signup and remembering what to send. With this in place, everything runs consistently and clients start faster without confusion.

Trevor M.

Edmonton

Connect Instantly With Your Favorite Tools

Connect Instantly With Your Favorite Tools

Conditional Onboarding integrates seamlessly with the platforms your team already uses daily.

Conditional Onboarding integrates seamlessly with the platforms your team already uses daily.

Gmail

Slack

Dropbox

Google Drive

See All Integrations

Questions and Answers

Find quick answers to the most common questions.

How does it decide which onboarding path to send?

It uses the client information you already collect to select the correct onboarding path automatically.

Can each client type receive a different onboarding flow?

Yes. Each client type can follow its own onboarding experience without overlap.

Can I add or change client types later?

Yes. Client types can be updated at any time without disrupting onboarding.

Which tools does this integrate with?

Gmail, Slack, Google Sheets, and anything else that can feed new clients into your sheet. No special onboarding software is required, and everything fits into the tools you already use.

Does this replace our onboarding process?

No. It removes repetitive coordination so onboarding stays consistent and reliable.

How does it decide which onboarding path to send?

It uses the client information you already collect to select the correct onboarding path automatically.

Can each client type receive a different onboarding flow?

Yes. Each client type can follow its own onboarding experience without overlap.

Can I add or change client types later?

Yes. Client types can be updated at any time without disrupting onboarding.

Which tools does this integrate with?

Gmail, Slack, Google Sheets, and anything else that can feed new clients into your sheet. No special onboarding software is required, and everything fits into the tools you already use.

Does this replace our onboarding process?

No. It removes repetitive coordination so onboarding stays consistent and reliable.

How does it decide which onboarding path to send?

Can each client type receive a different onboarding flow?

Can I add or change client types later?

Which tools does this integrate with?

Does this replace our onboarding process?

If you have any other questions, you can email us at support@noventra-ai.com

If you have any other questions, you can email us at

support@noventra-ai.com

Data Security You Can Trust

We protect your data with rigorous standards and transparent controls.

We follow strict security practices including OAuth access controls, automatic deletion of sensitive data, and AES-256 encryption. All activity is recorded through audit logs so you always know what happened and when. Credentials are never stored in raw form, and you retain full control over your connections at all times.

Works Well With

Smart companions that enhance your onboarding workflow.

These supporting automations complement Conditional Onboarding and help maintain a smooth, end to end onboarding experience.


Onboarding Follow Up
Onboarding Follow Up keeps clients moving after their initial onboarding is delivered. While Conditional Onboarding ensures each client receives the correct start, Follow Up handles reminders and next steps so progress continues without manual chasing.


Together, these automations create a reliable onboarding system where clients always know what to do next and no steps are missed.

These supporting automations complement Conditional Onboarding and help maintain a smooth, end to end onboarding experience.


Onboarding Follow Up
Onboarding Follow Up keeps clients moving after their initial onboarding is delivered. While Conditional Onboarding ensures each client receives the correct start, Follow Up handles reminders and next steps so progress continues without manual chasing.


Together, these automations create a reliable onboarding system where clients always know what to do next and no steps are missed.

Ready to Simplify Multi-Tier Onboarding?

Ready to Simplify Multi-Tier Onboarding?

Stop juggling different templates, packages, and instructions.

Automate every pathway so clients get exactly what they need from day one.

Stop juggling different templates, packages, and instructions.

Automate every pathway so clients get exactly what they need from day one.

Back to Scenarios

No credit card required. Results in less than 24 hours.

No credit card required. Results in less than 24 hours.

See How Much You Could Save