Signed up, verified and active in under ten minutes
A regulated virtual-office provider has to run an identity check on every client before it can hand over a registered business address. They were doing it by hand. We built a self-serve funnel that verifies ID in the background and activates the account on a pass, with no one in the loop.
Every new client meant a morning of admin
A registered business address comes with a legal duty to know who is behind it. That meant an identity check on every client before anything could go live, and the whole thing ran through one person's inbox.
Before
- Sign-ups arrived by email and waited for someone to pick them up
- ID documents were checked by eye against a photo
- Sanctions screening was a separate manual lookup, easy to forget
- Invoices were mail-merged into Word and sent by hand
- A client could wait a day or more before their address was active
- The audit trail lived in scattered emails and a spreadsheet
After
- Clients sign up, pay and verify themselves in one sitting
- An automated ID-verification check reads the document and matches the face
- Sanctions screening runs in the same pass, every time
- A clean pass activates the account on its own
- Active in under ten minutes, day or night
- The full evidence pack is written straight back to the CRM contact
From plan to active, hands off
Press play to watch a client move through the funnel. The identity check runs in the background, and a clean pass flips the account to active on its own.
A simplified illustration of the onboarding flow. No real client data is shown.
Five steps, and only the client touches it
The whole journey is self-serve. The system does the checking, the recording and the activating.
Choose a plan
The client lands on a clean page, picks the address plan that fits and sees the price with VAT before they go any further.
Enter your details
Name, company and contact details go into a single short form. Everything maps straight onto a CRM contact, so nothing is rekeyed later.
Pay
Payment is taken on the spot. The order is logged against the contact, so the finance side is settled before any address goes live.
The identity check runs in the background
An automated ID-verification check reads the document, matches it to a selfie and runs a sanctions screen. The result, and an evidence pack, are written back to the CRM contact.
Account active, no human needed
On a clean pass the account flips to active and a welcome email goes out. If anything needs a closer look, it is flagged for review instead. Either way, no one sat waiting for it.
Your account is active and your registered business address is ready to use. Your verification record is saved against your profile.
ActiveWhat the system handles for them
Verification written back to the CRM
Document type, facial-match score, sanctions result and the evidence pack all land on the client's contact record, ready for any audit.
A pass activates the account on its own
A clean result moves the client to active with no one in the loop. Anything borderline is held back and flagged for a human to review.
Live in minutes, any hour
Because nothing waits for an inbox to be opened, a client who signs up at midnight is verified and active before they close the tab.
Other systems, other industries
A window-cleaning firm was losing jobs to missed calls. We gave them an AI agent that answers, prices the work and follows up on WhatsApp, day or night.
A fire-safety firm tracked compliance deadlines by memory. We built a CRM that watches every certificate and chases the renewal before it lapses.
An HR firm onboarded staff by hand across email and WhatsApp. We built a pipeline that issues contracts, gates ID uploads and gives managers oversight without access.
Want one of these for your business?
Every system on this page started as a normal conversation about what was slowing someone down. Tell us yours and we will show you what we would build.