Operations
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Use case
Client Onboarding Automation: Send Every New Client Their First Steps
Client onboarding automation sends every new client the same welcome, forms and first steps the moment they sign.
- Area
- OperationsRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- GoHighLevelDocuSignStripeCalendly
The Problem
- A new client signs. Then you dig up last month’s welcome email, change the name and hope you did not forget a link.
- Clients start at different speeds, because each one got a slightly different version.
Imagine This
A client pays on Friday evening. Within minutes they have a welcome email, a link to book their kick-off call and the form you need. On Monday you open their record and the form is done.
How It Works
Example setup · AutomationWhat's the difference?
- TriggerA new client signs or payse.g. DocuSign, Stripe, GoHighLevel
- ActionThey get your welcome, forms and booking linke.g. GoHighLevel, ActiveCampaign, Gmail
- ActionReminders go out until the forms are donee.g. GoHighLevel, ActiveCampaign
- Back to youYou are told when they are ready to starte.g. a CRM alert
What Changes
Your client knows how to get started, and you do not have to rebuild the welcome email.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.
- Use case
Fill Your Contracts and Proposals From One Form
You copy the last client's contract and hope you changed every name. Answer one short form and your template fills itself in.