Agencies & Consulting Firms · Client Onboarding
Client Onboarding Workflow
New agency clients often feel chaotic because the same tasks get rebuilt from scratch every time a contract closes. This automation turns a signed deal into a repeatable onboarding sequence with welcome communication, access collection, kickoff scheduling, and internal delivery setup.
How It Works
Trigger from signed deal
When a proposal is marked won, the workflow creates the onboarding record and assigns the account owner.
Send the welcome package
The client receives a welcome email with the next steps, timeline, forms, and kickoff scheduling link.
Create internal tasks
Project templates are cloned for strategy, production, reporting, and access collection so the delivery team knows exactly what to do next.
Track onboarding completion
Missing forms, unsubmitted assets, and delayed access requests stay visible until the account is ready for kickoff.
Tools & Platforms
Key Benefits
Makes onboarding repeatable across every new client Shortens the time between contract close and first delivery Reduces missed steps during busy sales periods Gives clients a clearer first impression of the agency
In Practice
A demand gen agency closes a new B2B SaaS retainer on Thursday afternoon. The automation sends the welcome packet immediately, opens the access request checklist, schedules the kickoff for next week, and spins up the internal delivery board before anyone has to chase next steps manually.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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