Agency & Client Ops
Client Onboarding Automation
Deal closed → kickoff scheduled, intake sent, access requested — in the right order.
Saves about ~5 hrs per week
What it does
- Triggers the full onboarding flow the moment a deal closes
- Sends the intake form, access requests, and kickoff scheduling in order
- Tracks status across every step in one place
- Flags anything that stalls so nothing gets dropped
How it works
- Deal marked won in your CRM
- Intake form goes out first
- Access requests and kickoff follow
- Status tracked until launch
Who it's for
- Agencies onboarding clients by scattered checklist
- Service businesses that forget steps because they're busy
- Anyone who wants onboarding under control without hiring ops
What's included
- Trigger setup
- Step sequencing
- Status tracking
Frequently asked questions
What does the Client Onboarding Automation automation do?
Deal closed → kickoff scheduled, intake sent, access requested — in the right order. Triggers the full onboarding flow the moment a deal closes
How much time does Client Onboarding Automation save?
It is estimated to save ~5 hrs per week. Actual savings depend on your volume.
Which tools does Client Onboarding Automation use?
It works with Typeform and HubSpot.
Who is Client Onboarding Automation for?
Agencies onboarding clients by scattered checklist. Service businesses that forget steps because they're busy. Anyone who wants onboarding under control without hiring ops.
What does Client Onboarding Automation include?
Trigger setup, Step sequencing, Status tracking.