Client Onboarding Automator

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

merjua14@merjua14

Install

openclaw skills install @merjua14/client-onboarding-automator

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

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

Trigger

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

text

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:

text

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

json

{
  "business_name": "Your Business Name",
  "from_email": "hello@yourdomain.com",
  "reply_to": "you@yourdomain.com",
  "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