Client Onboarding Automation
A workflow concept for starting client work after an agreement is signed.
Designed for: Digital agencies
This is a product concept. Files, demo, documentation, performance results and release date have not been published. Checkout is closed.
Planned scope
These modules define the current concept. Exact deliverables will be documented before sale.
- Kickoff checklist
- Document request
- Team notification
Example workflow
This sequence explains the proposed behavior. It is not a live integration or a released feature.
Trigger
A signed client agreement is recorded.
Planned actions
- Create a kickoff checklist.
- Request the agreed documents.
- Alert the delivery team.
Expected result
The team has one place to track the first steps.
Technology and proof
Planned stack: Next.js, TypeScript, Webhooks. No performance score has been verified.
Choose a license
Planned prices; only available products can be checked out.
Single Site
$129
One end project for yourself or one client.
Not available yet
Pro
$229
Up to three end projects.
Not available yet
Agency
$349
Up to ten client end projects.
Not available yet