Client operations for agencies and professional services
Client Onboarding Template.
Use this template to turn a signed client into a clean intake, checklist, and kickoff flow.
$297
workflow vault
4
implementation steps
0
calls required
Included
What the buyer gets.
- Client intake form outline
- Internal task list
- Kickoff email copy
- Missing-info reminder sequence
Workflow
How the automation is mapped.
- Trigger from a signed proposal, paid invoice, or CRM stage.
- Send the intake form and kickoff expectations.
- Create internal setup tasks.
- Remind the client and owner until setup is complete.
Self-serve checkout