Onboarding · automated

Client Onboarding Automation Kit

The automated welcome flow that turns a new client into a repeat one, plus 5 email templates.

What's inside

✓ 5 welcome email templates Warm, ready-to-send copy for every step of the welcome — just drop in your name and go.

✓ Automated intake form blueprint A field-by-field plan for a form that collects everything you need and files it automatically.

✓ Kickoff checklist A simple, repeatable list so every project starts the same confident way, nothing forgotten.

Built for for: anyone onboarding 2+ clients a month

1. Download Grab the templates, form blueprint, and checklist right after checkout.

2. Follow the guide Build the intake form, load the emails, and set the welcome flow to run on its own.

3. Ship it Send your next client through it and let the kickoff run itself, start to finish.

Skip the setup — we'll wire your onboarding flow, forms, and emails into one system that just works.