SystemsHow It WorksIndustriesPricingHow We BuildAbout
Show me what I can automate
SystemsHow It WorksIndustriesPricingHow We BuildAboutShow me what I can automate
← Moredo Systems
Ready-to-Launch System

Customer Onboarding System

A signed agreement turns into a welcome pack, an intake form and a set-up project folder, on its own.

Moredo Customer Onboarding system sending the welcome steps and tracking what the new customer has completed
From $950 CAD
One-time implementation. Your figure is confirmed in writing after the Automation Review, before any work begins.
Get this systemSee all systems
The problem

The customer says yes, and then everything depends on somebody remembering the same eight steps they did last time. Some get missed, and the first impression suffers.

Agreement accepted
→
Welcome pack sent
→
Intake form
→
Set up
Business outcome
Every new customer gets the same start, without anyone chasing it.
What it can do
✓Start as soon as an agreement is accepted or a deposit lands
✓Send the welcome email and intake form you have approved
✓Create the project folder, contact record and first invoice
✓Track which steps the customer has completed
✓Nudge what is outstanding and tell you when it is all done
What you get

Implemented, tested and handed over.

Included in the implementation
✓Configured around your own onboarding steps and the tools you use
✓Welcome wording, intake questions and timing agreed with you
✓Approval controls, so nothing sends that you have not approved
✓Tested end to end with a real new customer before it goes live
✓Documentation and handover at the end of the build
Not included
Drafting your contracts or agreements
Ongoing monitoring and maintenance, unless you add Moredo Care
Subscriptions or licences for tools you do not already have
01
Automation Review
We write down the steps you take with a new customer today, decide which the system handles, and agree the scope in writing.
02
Build and connect
We configure the sequence and connect it to where your agreements, folders, contacts and invoices already live.
03
Test and launch
We run a real onboarding alongside you from start to finish, then launch and hand over documentation.

The system runs the steps you already take, in the order you agree. It does not draft or advise on your agreements. What can be connected depends on what your current tools support, confirmed during the Automation Review before you commit to anything.

Start with this system.

Book an Automation Review. We confirm what can be connected in your setup, and the exact figure, before any work begins.

Get this system
Do more.
With Moredo.

Managed AI automation for small and medium-sized businesses. We build the workflows, connect your tools and keep the whole thing running.

Vancouver, British Columbia · Working with businesses across Canada.

Explore
SolutionsIndustriesHow It WorksHow We BuildPricingMoredo Systems
Company
AboutResourcesFor ContractorsYou stay in control
Get started
Book an Automation Reviewgetmoredoai@gmail.com
© 2026 Moredo. All rights reserved.
moredo.ai
Automation Review
Show me what I can automate
×
Interested system—
What type of business do you run?
Plain language is fine. “Plumbing company” tells us plenty.
What wastes the most time?
Choose as many as apply.
Leads
Follow-ups
Email
Scheduling
Quotes
Invoices
Documents
Receipts
Customer support
Reporting
Other
Which tools do you currently use?
Email, calendar, accounting, CRM, messaging — whatever comes to mind.
How many employees?
Including you. This is only to size the build.
1
2–5
6–20
21–50
50+
Where should we send it?
We’ll reply with what we would actually build.
Back
Continue
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
✓
Thanks

We’ll review your workflow and identify where automation could create the most value.