Client Onboarding Workflow
This end-to-end automation triggers the moment a contract is signed in your CRM or payment is made. It automatically creates the client's Google Drive folder, sets up the Asana or Trello board from a template, sends a personalized welcome email with a link to book their kickoff call, and assigns initial tasks to your team.
Your client onboarding is a chaotic, inconsistent mess of manual emails, missed steps, and frantic Slack messages, creating a poor first impression.
The moment a client signs the contract should be a moment of excitement. Instead, it kicks off a stressful, manual scramble. Your team is manually creating folders, setting up project boards, sending welcome packets, and chasing the client for assets. This inconsistent process delays the project start, erodes client confidence, and sets a tone of disorganization from day one.
Delayed project start dates.\nPoor first impression and loss of client confidence.\nTeam members wasting hours on repetitive administrative tasks.