Post-Kickoff Client Onboarding

Goal

Automated onboarding workflow that runs after kickoff call. Generates leads, creates campaigns, and sets up auto-reply system.

Inputs (from kickoff call)

Required:

• client_name: Company name
• client_email: Primary contact email
• service_type: What service they provide
• target_location: Geographic area
• offers: Three offers (pipe-separated)
• target_audience: Who they're targeting
• social_proof: Credentials/results

Optional:

• lead_limit: Number of leads (default: 500)
• value_proposition: Additional context