Automated Client Onboarding System
A complete onboarding flow from signed proposal to project kickoff, with zero manual chasing.
Workflow Components
- ✓ Welcome email + portal access
- ✓ Intake questionnaire and requirements capture
- ✓ Automated contract and invoice reminders
- ✓ Kickoff scheduling and prep checklist
Connected Systems
- ✓ CRM pipeline stage automation
- ✓ Task board creation
- ✓ Slack/Email notifications
- ✓ Weekly progress summaries