Client Onboarding
Transform your manual onboarding chaos into a seamless automated experience. One signed contract triggers everything: welcome emails, intake forms, project workspace setup, team notifications, and calendar scheduling. Your clients feel the difference immediately.
What's included
- Automated contract & e-signature flow
- Welcome email sequences
- Intake form collection
- Project workspace auto-creation
- Team notification & task assignment
- Client portal access provisioning
Tools we connect
DocuSignNotionClickUpSlackGoogle Workspace
How it works
01
Map your onboarding
We document every step from signed deal to kickoff.
02
Automate the flow
Each trigger fires the next action automatically.
03
Delight your clients
Go live with a white-glove experience on autopilot.
Book an audit for this service
We'll assess your current setup and show you exactly what we'd automate.
Book Free Audit