The moment a deal closes, onboarding kicks off on its own — tasks created, accounts provisioned, and welcome sequences sent, all without manual setup.
Click through each stage to see exactly how this automation runs — start to finish.
Closing the deal in your CRM is the only trigger needed — the entire onboarding sequence launches the instant the stage flips to 'won'.
Slack channels, project folders, and CRM records are set up automatically, and the onboarding checklist is assigned to the right people.
A branded welcome email sequence goes out right away — setting expectations and next steps while your new client is still excited.
Every onboarding step is monitored, and stuck tasks get nudged — so no client falls through the cracks in their first weeks.
See your client onboarding run itself from day one. Book a free walkthrough.
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