{"id":25294,"date":"2025-07-08T09:34:08","date_gmt":"2025-07-08T08:34:08","guid":{"rendered":"https:\/\/figsflow.com\/uk\/?p=25294"},"modified":"2025-12-16T11:56:47","modified_gmt":"2025-12-16T10:56:47","slug":"automating-client-onboarding-with-figsflow","status":"publish","type":"post","link":"https:\/\/figsflow.com\/uk\/automating-client-onboarding-with-figsflow\/","title":{"rendered":"Automating Client Onboarding with FigsFlow\u00a0"},"content":{"rendered":"\t\t
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The way you\u2019re onboarding clients right now could be killing your growth<\/span><\/b>. <\/span>\u00a0<\/span><\/p>

Too many accountancy firms are still juggling email chains, printouts and manual ID checks. The result? \u00a0Wasted time, clogged calendars and prospects who leave unimpressed before you\u2019ve even started work. <\/span>\u00a0<\/span><\/p>

Meanwhile, your competitors are handling the chaos behind the scenes efficiently, filtering out low quality leads and winning high quality clients faster and with less hassle.\u00a0<\/span>\u00a0<\/span><\/p>

So, what\u2019s their secret?<\/span>\u00a0<\/span><\/p>

They have ditched manual client onboarding and embraced smarter tools like FigsFlow. Here\u2019s how you can do the same.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Define Your Ideal Client Before Your First Call <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let\u2019s be honest: <\/span>not every client is the right client<\/span><\/b>.<\/span>\u00a0<\/span><\/p>

Trying to serve everyone wastes your time and makes it harder to deliver value. In the long run, it’s not just bad for you but also for your clients. If you cannot bring value to their business, the relationship won\u2019t last long.\u00a0<\/span>\u00a0<\/span><\/p>

That\u2019s why it\u2019s important to have a system to identify and attract your ideal client before any engagement letter, proposal or pricing discussion. So, be clear and selective about your niche and customers. <\/span>\u00a0<\/span><\/p>

Your ideal client could be anyone- a UK-based SME, a non-resident landlord, a Rent-to-Rent operator or some HMO landlord in London. <\/span>\u00a0<\/span><\/p>

Once you get the clear idea about your ideal client, filter them in. For this, you can use a simple discovery form to understand the client\u2019s business structure, industry and service needs. You can put the links to these forms on your website, social handles and referral platforms. This simple approach is enough to filter out poor-fit leads and invite in the ones that you can help.\u00a0<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Run AML Checks Without Leaving the Platform <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Okay. Discovery call\u2019s done, the client\u2019s keen to move forward. Now comes the buzzkill: <\/span>AML checks<\/span>.\u00a0<\/span>\u00a0<\/span><\/p>

But let\u2019s be real. \u00a0AML and ID verification<\/a> often grind momentum to a halt. You end up chasing documents, switching between tools, and sending awkward reminders. Not exactly a seamless experience.<\/span>\u00a0<\/span><\/p>

FigsFlow changes that. It is rolling out new AML and ID verification modules that will let you request documents, verify documents and automate reminders and follow-ups without leaving the platform. <\/span>\u00a0<\/span><\/p>

This means, you can handle regulatory obligations with ease. It\u2019s a final filter that guarantees frictionless experience for your clients and ensures that your ideal clients are also the compliant clients.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Send Proposals & Engagement Letters in Seconds <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Once a client is qualified and AML checks are complete, it\u2019s time to onboard and this is where the clock really starts ticking.\u00a0<\/span>\u00a0<\/span><\/p>

The longer your response time, the lower your chances of landing that client. You have already made a good impression and it\u2019s time to capitalise on momentum. So, you must send your proposal and engagement letter within minutes<\/span> – five minutes at most. <\/span>\u00a0<\/span><\/p>

But how do you move that fast? That\u2019s where FigsFlow comes in.\u00a0<\/span>\u00a0<\/span><\/p>

FigsFlow helps you send <\/span>customised proposals<\/span><\/a> and engagement letters in just a few clicks. It also offers:\u00a0<\/span>\u00a0<\/span><\/p>