professional service teams
Client Onboarding Automation.
If new clients stall when intake forms, files, and kickoff steps are scattered, this workflow can turn signed deals into a repeatable onboarding checklist with reminders and handoffs.
$97
starter kit
$497
workflow audit
$1,500
implementation sprint
Workflow
What gets automated.
- Trigger from a paid invoice, signed proposal, or CRM stage.
- Send the intake checklist.
- Create internal setup tasks.
- Remind the client and team until onboarding is complete.
Start