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How to automate client onboarding

A smooth first week builds trust and reduces back and forth.

Trigger on signature

When a contract is signed or payment received, start the onboarding workflow.

Collect what you need

Send one form for access, brand assets and goals instead of many emails.

Create tasks

Assign internal tasks and a kickoff call automatically so nothing is forgotten.

Need help with this? Explore our Business Automation Services or book a free consultation.

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