Client Onboarding Automator

Automates client onboarding from inquiry to project start, handling intake, contract creation, payment, welcome emails, and project setup.

Client Onboarding Automator Skill

Automate the entire client onboarding workflow — from initial inquiry to project kickoff. Handles intake forms, contract generation, payment collection, welcome sequences, and project setup.

What This Skill Does

1. Intake Processing — Captures new client info from email/form submissions
2. Contract Generation — Creates service agreements from templates
3. Payment Collection — Sends Stripe payment links automatically
4. Welcome Sequence — Sends onboarding email series (day 0, 1, 3, 7)
5. Project Setup — Creates folders, tasks, and checklists for new clients
6. CRM Update — Logs client details in your tracking system

Trigger

When a new inquiry arrives (email matching pattern, form webhook, or manual trigger):

New client: [name] | [email] | [service] | [budget]

Workflow

Step 1: Intake

Parse the incoming inquiry and extract:

• Client name and email
• Service requested
• Budget/package selected
• Timeline expectations
• Special requirements

Step 2: Auto-Response (Immediate)

Send a personalized acknowledgment email:

Subject: Thanks for reaching out, [Name]! Here's what happens next

Hi [Name],

Thanks for your interest in [service]. I've received your inquiry and here's what to expect:

1. I'll review your requirements (within 2 hours)
2. You'll receive a proposal with pricing
3. Once approved, we kick off immediately

In the meantime, here's a quick questionnaire to help me prepare:
[Link to intake form]

Best,
[Your name]

Step 3: Proposal Generation

Create a proposal document with:

• Scope of work (based on service selected)
• Pricing (from your rate card)
• Timeline
• Terms

Step 4: Contract + Payment

Once proposal is accepted:

• Generate contract from template
• Create Stripe payment link for the agreed amount
• Send contract + payment link to client

Step 5: Welcome Sequence

After payment:

• Day 0: Welcome email + access credentials + kickoff questionnaire
• Day 1: "Getting started" guide + calendar link for kickoff call
• Day 3: Check-in + first deliverable preview
• Day 7: Progress update + feedback request

Step 6: Project Setup

• Create project folder in workspace
• Generate task checklist from service template
• Set up recurring check-in reminders

Configuration

{
  "business_name": "Your Business Name",
  "from_email": "[e-mail]",
  "reply_to": "[e-mail]",
  "stripe_key": "sk_live_...",
  "services": {
    "basic": { "name": "Basic Package", "price": 497, "description": "..." },
    "pro": { "name": "Pro Package", "price": 997, "description": "..." },
    "enterprise": { "name": "Enterprise", "price": 2497, "description": "..." }
  },
  "welcome_sequence_delays": [0, 1, 3, 7]
}

Requirements

• Resend, SendGrid, or SMTP for email
• Stripe for payments
• OpenClaw with email/webhook channel configured