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Client Onboarding Automation

A Google Workspace provisioning engine for automated, secure, and compliant client onboarding.

Overview

The TNDS Client Onboarding Automation Platform is a modular, secure, and extensible system for automating Google Workspace onboarding for new clients. It combines Google Apps Script, Workspace Admin SDK, Drive/Gmail APIs, AppSheet, and Vertex AI to enable quick, consistent, and compliance-ready provisioning.

Perfect for SMB, real estate, nonprofit, and government clients who need secure, repeatable onboarding processes.

Key Features

Test Mode

Safe simulation mode for demos, QA, and training without making real Workspace changes

Production Mode

Real provisioning with Shared Drives, user accounts, permissions, and Gmail labels

AppSheet Front-End

No-code GUI for submissions, status dashboards, and rollback interface

Vertex AI Integration

Auto-generates proposals, SOWs, MSAs, and onboarding notes

Rollback Harness

Logs every action and supports safe reversal of Shared Drives, users, and permissions

Compliance Ready

Built with guardrails appropriate for SMB, real estate, nonprofit, and government clients

See the System in Action

Active Onboardings

12

In progress

Completed (Month)

28

+8 from last month

Avg. Completion

3.2 days

Target: 5 days

Satisfaction

4.8/5

Based on 156 reviews

Onboarding Pipeline

Initial Contact
5
Documents Collected
4
Setup In Progress
2
Training Scheduled
1
Completed
28

Weekly Completions

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Active Onboardings

ClientStageProgressStartedNext Action
ABC ManufacturingDocuments
Dec 20Review contracts
Tech Solutions IncSetup
Dec 18Configure accounts
Global ServicesTraining
Dec 15Final walkthrough
DataFlow LLCContact
Dec 22Initial call

Onboarding Checklist

Welcome Email
Collect Documents
Account Setup
System Access
Initial Training
Process Review
Go-Live Support
Follow-up Call

Client Onboarding System | True North Data Strategies

Click to view full dashboard

Ready to Get Started?

One-time setup with customization for your specific needs.

View Pricing

Ready to Automate Your Client Onboarding?

Schedule a free consultation to discuss your onboarding needs and see how our platform can streamline your Google Workspace provisioning.

Get Started