Streamlined client onboarding for Martin and the Iceberg team. Get new clients set up in minutes with automated workflows and welcome communications.
Simple form to capture client details and package information. Takes less than 2 minutes.
Personalized welcome email sent automatically from Hans with next steps and data access links.
All data encrypted and stored securely. Clients control their own data access permissions.
Fill out the quick onboarding form and we'll take care of the rest.
Start Onboarding Process