Client Onboarding Automator

Automate your client onboarding from signed contract to first deliverable. Agent sends welcome messages, collects credentials and access, creates project folders, sets up tracking, and sends status updates. Includes customizable onboarding checklists, automated follow-ups for missing items, and handoff protocols.

• Automated welcome flow
• Credential collection
• Checklist management
• Follow up automation
• Status tracking
• Handoff protocols

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