Business Architecture Building a Zero-Cost Client Onboarding System (Without SaaS)
Client onboarding is treated as a tooling problem. Teams reach for paid SaaS (CRMs, onboarding platforms, contract tools) before understanding their own process. This creates vendor lock-in, recurring costs, and complexity that obscures the actual workflow. Most onboarding failures happen from unclear handoffs, lost context, no single source of truth, and ad-hoc communication—not from missing features in expensive software.