Client onboarding sets the tone for your entire relationship. A well-automated onboarding flow impresses clients from day one and dramatically reduces churn.
The Onboarding Workflow
When a deal moves to “Closed Won,” trigger the onboarding sequence automatically. No manual intervention needed.
Welcome Sequence
Send a personalized welcome email within 5 minutes of closing. Include next steps, a welcome video, and a link to schedule the kickoff call.
Document Collection
Use GHL forms to collect brand assets, logins, and project requirements. Automate reminders for incomplete submissions.
Project Setup Automation
Automatically create tasks, assign team members, and set up the client’s sub-account with your snapshot template.
Check-in Sequence
Schedule automated check-ins at Day 3, Day 7, Day 14, and Day 30. Each one collects feedback and addresses potential issues early.
