Client Onboarding Sequence

End-to-end onboarding from signed contract to day-30 check-in, with internal task creation and client touchpoints at every stage.

What We Build

When a new client contract is signed or payment received, the sequence fires: a welcome email with next steps, an intake form request, internal setup task creation in your project tool, a day-7 progress check-in, and a day-30 satisfaction survey. Each step is gated on the previous one completing.

Typical Tool Stack

Make.comHubSpotGmailNotionDocuSign

Out of Scope

–Email copy is written by you — we build the trigger, timing, and delivery logic
–Does not replace a dedicated CSM platform like Gainsight or Totango
–Client-facing portal or progress dashboard is not included

Pricing

Build Fee

$3,500

$500 deposit · $3,000 on delivery

Monthly Retainer

from $750/mo

scales with your total automation count

Build Timeline

~96 hours

Fixed scope
Fixed price
No surprises

Ready to deploy this?

Start with a $500 deposit. Answer 3 questions. Go live in 96 hours.

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