Client Onboarding: Automate It Like a Pro

By Iverton | July 2025

Onboarding is your first impression. If it's slow or disorganized, you risk losing clients early. Automating this process can ensure a smooth start. Here's how:

1. Welcome Email Automation – Send a personalized greeting with next steps immediately after signup.
2. Intake Forms – Collect client preferences and data using AI-powered forms.
3. Scheduler Integration – Automatically allow clients to book intro calls.
4. Task Assignment – Create and assign onboarding tasks in your internal project tool.

With automation, you create consistency, eliminate delays, and show professionalism right from the start.

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