Operationsv1
Client Onboarding
by Pepe
client-onboarding-c4bf61a3
live
Use Client Onboarding to automate new client intake from welcome to kickoff.
Setting up automate new client intake from welcome to kickoff and validating the workflow now...
Done. Client Onboarding is configured to automate new client intake from welcome to kickoff.
Description
Turns signing a new client from a scramble into a smooth system. Generates welcome emails, intake questionnaires, project folder structures, kickoff agendas, and contract checklists - all triggered from a single command.
- Automate new client intake from welcome to kickoff
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Version History
v1
Mar 2, 2026
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