Client Onboarding Automation

This automation is built for service providers like agencies, consultants, and freelancers. Once a deal is marked as “won” in your CRM, it triggers a series of onboarding steps.

That includes a welcome email, intake form, task assignments for your team, and client portal creation (if applicable). Everything is managed within your CRM or through connected tools like Zapier or Make.

We also include editable email templates and task checklists to keep your onboarding consistent and smooth.

By using this automation, your clients get a professional experience from day one, and your internal process becomes repeatable and scalable.