AGENT 03

Client Onboarding Agent From closed to set up in minutes.

Every new client is fully onboarded automatically the moment a deal closes.

Client Onboarding Agent

What It Does

Where this agent creates leverage.

The Client Onboarding Agent is triggered the second a deal is marked Won in your CRM. It sends the contract, waits for signature, collects the onboarding questionnaire, creates the project in your project management tool, adds the client to Slack, and fires the welcome email sequence.

Every step happens in the correct order with confirmation checks between each. Nothing is skipped. Nothing is forgotten. The client's experience is seamless from day one.

  1. Trigger

    Deal marked Won in CRM

  2. Contract

    DocuSign or PandaDoc contract sent automatically

  3. Questionnaire

    Onboarding form sent once contract is signed

  4. Project Creation

    Project created in ClickUp, Notion, or Asana with client details

  5. Slack

    Client added to dedicated Slack channel or workspace

  6. Welcome Sequence

    Branded welcome email + onboarding instructions sent automatically

  7. Team Alert

    Internal Slack notification sent to project lead with full client context.

What It's For

Built for teams that need consistency.

Ideal where response speed directly impacts conversion quality.

  • Marketing Agencies
  • Saas Companies
  • Coaching Businesses
  • Law Firms
  • Consultanciesl
  • Any Service Business That Onboards Clients Repeatedly And Loses Time (or Clients) To A Broken Process

Results Metrics

Proof you can measure.

Full onboarding time

15 min

Missed or forgotten

0 steps

Time saved per client

3–5 days

Consistency every time

100%

Investment

Ship the build. Keep the upside.

Setup

$2,000 – $3,000/ One-time setup

One-time · Custom build + integration + testing

Get Started

Retainer

$400 – $500/month

Monitoring · maintenance · minor optimisations

Get Started

Built to work.
Guaranteed to deliver.

Every new client is fully onboarded automatically the moment a deal closes.

Performance-backed

If the quality bar is missed, we iterate until met.

No extra charges

Revisions and fixes are included, always.

Locked in writing

Every build is contractually covered.

  1. Custom n8n workflow with conditional logic and confirmation checks

  2. CRM integration (trigger on deal close)

  3. E-signature tool integration (DocuSign or PandaDoc)

  4. Onboarding form setup and delivery

  5. Project management tool integration (ClickUp, Notion, or Asana)

  6. Slack workspace or channel setup automation

  7. Welcome email sequence (up to 3 emails)

  8. 30-day post-launch optimisation sprint

  9. Team training and written documentation

Still thinking?

Fair questions.Straight answers.

Still have questions?

Still have questions? Feel free to get in touch with us today!

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What if the client doesn't sign the contract straight away?

A reminder sequence triggers automatically at 24 hours and 72 hours if the contract is unsigned.

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Client Onboarding Agent