New Client Onboarding Sequence
After a prospect becomes a client, this automated sequence guides them through onboarding: welcome message, engagement l
What This Automation Does
How It Works
Client Won
Pipeline status = Won or engagement letter signed
Welcome Email
Personal welcome, team intro, portal credentials, what to expect
Welcome SMS
'Welcome to the {{firm_name}} family! Check your email for next steps.'
Create Client Record
Full contact with service type, fee schedule, assigned CPA
Document Checklist
Customized list based on service type
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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