The sale is closed. The contract is signed. Now what? For most businesses, the answer is 'we\'ll email them the details.' That\'s a missed opportunity. The onboarding experience sets the tone for the entire client relationship.
What a good onboarding automation includes
- Immediate welcome email with next steps clearly defined
- Intake form to collect the information you need to start
- Calendar link to schedule the kickoff call
- Access credentials to any client-facing systems (portal, project management, etc.)
- Introduction to the team member who will be their point of contact
The trigger-based sequence
When a contract is signed or a deposit is paid, the onboarding sequence fires automatically. No one on your team needs to remember to send anything. The client receives everything they need within minutes of becoming a customer.
Why consistency matters
Manual onboarding is inconsistent. Some clients get a great experience because they caught you on a good day. Others get a mediocre one because things were busy. Automation makes your best onboarding the standard onboarding — every time.
The intake form is the most important piece
Collect everything you need before the kickoff call. Don\'t waste 30 minutes of a meeting asking for information you could have gathered in advance. A well-designed intake form sets the stage for a productive first conversation.
Want to build a client onboarding automation? Let\'s talk.