New Client Onboarding Sequence
After a prospect becomes a client, this automated sequence guides them through onboarding: welcome message, engagement l
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
After a prospect becomes a client, this automated sequence guides them through onboarding: welcome message, engagement letter e-sign, document checklist, secure upload instructions, team intro, and portal setup.
How It Works
1
Client Won
Pipeline status = Won or engagement letter signed
2
Welcome Email
Personal welcome, team intro, portal credentials, what to expect
3
Welcome SMS
'Welcome to the {{firm_name}} family! Check your email for next steps.'
4
Create Client Record
Full contact with service type, fee schedule, assigned CPA
5
Document Checklist
Customized list based on service type
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.