The client
PeopleCore HR is a growing HR agency with 16 HR consultants, providing outsourced HR support, employee relations, policy development and compliance services to SMEs.
As the agency added more clients, onboarding became increasingly time-consuming. Each new relationship required information to be collected, documents to be organised, responsibilities to be assigned and recurring HR activities to be scheduled.
PeopleCore introduced Cinqd to create a more structured onboarding process and reduce the administrative work required to bring new clients into the agency.
Cinqd capabilities implemented:
- CRM and client management
- Builder and digital forms
- Task management
- Workflow automation
- Document management
- Team and workload visibility
The challenge
PeopleCore’s onboarding process relied heavily on emails, spreadsheets and manually maintained checklists. Consultants repeatedly requested similar information from new clients, including employee details, existing policies, company documentation and information about current HR processes.
Once information arrived, employees then needed to organise documents, update internal records and create the tasks required to begin delivering the service. Because different consultants managed onboarding differently, the experience could also vary between clients.
As the agency grew, this repetitive administration consumed more consultant time and made it harder for managers to understand exactly where every new client was in the onboarding process.
How Cinqd helped PeopleCore streamline client onboarding
Collecting client information more efficiently
Cinqd allowed PeopleCore to create structured digital forms for collecting information from new clients. Instead of requesting details across multiple email conversations, the agency could collect required information through a more consistent process.
Client information could then become part of the connected record used by the team throughout the relationship. This reduced repetitive information requests and gave consultants a clearer starting point for each engagement.
Creating a repeatable onboarding workflow
PeopleCore introduced a standard onboarding workflow covering the key activities required for every new client.
Depending on the service, tasks could include collecting documents, reviewing existing policies, assigning the lead consultant, identifying immediate HR priorities and scheduling recurring activities.
Each task could have an owner and deadline. This gave consultants a clearer process to follow while allowing additional steps to be introduced where individual clients required them.
Keeping documents and actions connected
Documents and client information could be managed alongside the tasks and workflows surrounding the engagement.
Consultants no longer needed to rely as heavily on inboxes and separate folders to understand what information had been received. This also made handovers easier when another consultant needed to become involved in the account.
Giving managers visibility over onboarding
Managers gained a clearer view of where each client was within the onboarding process. Outstanding tasks, responsibilities and delays could be identified earlier without requiring consultants to manually prepare progress updates.
This allowed managers to intervene when necessary while giving consultants greater ownership over everyday delivery.
The results
PeopleCore reported improvements in onboarding speed, consistency and administrative efficiency after introducing Cinqd.
35% faster client onboarding
Structured information collection and repeatable workflows contributed to a 35% reduction in client onboarding time.
Less repetitive administration
Consultants spent less time repeatedly requesting information, maintaining checklists and coordinating routine onboarding activities.
More consistent onboarding
Every client could follow an agreed core process regardless of which consultant managed the relationship.
Clearer responsibilities
Tasks, owners and deadlines made it easier for employees to understand what needed to happen next.
Better management visibility
Managers could monitor onboarding progress without relying on manual status updates.
Before and after Cinqd
| Before Cinqd | After Cinqd |
| Client information collected through multiple emails | Structured digital information collection |
| Onboarding varied between consultants | Repeatable onboarding workflows |
| Checklists maintained manually | Tasks, owners and deadlines connected |
| Documents stored across different locations | More connected client records |
| Managers relied on progress updates | Clearer onboarding visibility |
| Consultants spent significant time coordinating admin | More time available for client work |
The overall impact
Cinqd helped PeopleCore turn client onboarding from a largely manual process into a more structured and repeatable part of its operation. By connecting client information, forms, documents, tasks and workflows, consultants had a clearer process to follow from the beginning of each relationship.
Managers gained greater visibility, while clients experienced a more consistent onboarding process as the agency continued to grow. Instead of increasing administrative resources to support every new account, PeopleCore established a connected business operating system capable of supporting a larger client base.
Could Cinqd help your HR agency?
Cinqd brings clients, forms, documents, tasks, workflows and team visibility together in one connected business operating system.
Standardise onboarding, reduce repetitive administration and give your HR consultants more time to focus on supporting clients.
Book a demo to see how Cinqd can help your HR agency scale client delivery.
