Foundation
Client Onboarding
From signed proposal to ready to start with zero manual work. Welcome email, intake form, scheduling, internal handoff. Every new client gets the same experience without you touching anything.
Everything in the build
- Automated welcome email sequence
- Custom intake form with conditional logic
- Calendar booking integration
- Internal team handoff notification
- CRM record creation and tagging
- Client portal setup if applicable
Other Foundation products
Ready to get started?
Book a call and we'll walk through what this looks like for your business.