Client Onboarding Automation

Automate client onboarding by processing intake forms, collecting documents, sending welcome emails, creating CRM records, assigning tasks, and sending follo...

Client Onboarding Automation Skill

Automate client onboarding workflows: intake forms, document collection, welcome sequences, and CRM setup.

What This Skill Does

Streamlines new client onboarding by automating:

1. Intake form processing — Parse form submissions, extract key data
2. Document collection — Auto-request and track required documents
3. Welcome email sequences — Send personalized onboarding emails via Resend/SendGrid
4. CRM record creation — Auto-create client records with all collected data
5. Task assignment — Create onboarding checklists and assign team tasks
6. Follow-up reminders — Auto-nudge clients who haven't submitted docs

Configuration

json

{
  "email_provider": "resend",
  "crm": "google_sheets",
  "intake_fields": ["name", "email", "phone", "company", "service_needed"],
  "required_docs": ["ID", "contract", "payment_info"],
  "welcome_sequence": [
    { "delay_hours": 0, "template": "welcome" },
    { "delay_hours": 24, "template": "getting_started" },
    { "delay_hours": 72, "template": "check_in" }
  ]
}

Email Templates

Welcome Email

text

Subject: Welcome to {company_name}! Here's what's next

Hi {client_name},

Welcome aboard! We're excited to work with you.

Here's your onboarding checklist:
1. ✅ Sign up (done!)
2. 📋 Upload required documents: {doc_list}
3. 📞 Schedule your kickoff call: {calendar_link}

Questions? Reply to this email anytime.

Best,
{team_name}

Document Reminder

text

Subject: Quick reminder: We still need {missing_docs}

Hi {client_name},

Just a friendly nudge — we're still waiting on:
{missing_doc_list}

Upload here: {upload_link}

This helps us get started faster on your {service_type}.

Thanks!
{team_name}

Workflow

text

New Client Signs Up
    ↓
Parse Intake Data → Create CRM Record
    ↓
Send Welcome Email (immediate)
    ↓
Check for Required Documents (daily)
    ├── All docs received → Send "All set!" email → Assign to team
    └── Missing docs → Send reminder (day 1, 3, 7)
    ↓
Schedule Kickoff Call
    ↓
Onboarding Complete → Move to Active Client status

Use Cases

• Service businesses — Law firms, accounting, consulting
• SaaS companies — New user activation flows
• Agencies — Client intake and project kickoff
• Healthcare — Patient intake and insurance verification
• Real estate — Buyer/seller onboarding with doc collection

Requirements

• Email provider API key (Resend recommended)
• Google Sheets or CRM access for record keeping
• Calendar link for scheduling (Calendly, Cal.com, etc.)