client-onboarding-workflow
Client Onboarding Workflow Builder
First impressions matter. Professional onboarding = confident clients.
What This Skill Does
Input your service → Get complete onboarding system: ✅ Welcome Email Sequence - Automated client welcome ✅ Information Gathering Forms - Collect requirements systematically ✅ Kickoff Meeting Agenda - Productive first meeting structure ✅ Requirements Doc Template - Capture everything clearly ✅ Progress Update Schedule - Weekly client communication plan
Onboarding Timeline
Day 1: Contract Signed + Deposit Received
- Auto-send: Welcome email + next steps
- Include: Calendar link for kickoff meeting
- Attach: Onboarding questionnaire
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