Videos / Client onboarding
New clients onboarded the moment they fill out your form
Every new client means the same setup: a task for the team, a shared folder, a client page, a welcome email. This build does all of it from one intake form.
What it does
- The new client fills out a short form: name, email, company, the service they bought and notes.
- A task is created for your team, named for the client, assigned and due in seven days.
- A client folder is created and shared with them, so you can swap files both ways.
- Their details and folder link are saved on a new page in your client database.
- AI writes and sends a welcome email with their links and your booking link, then alerts your team in chat.
Who it's for
Service businesses that sign new clients often and still set up tasks, folders and welcome emails by hand.
What changes
New clients get a shared folder and welcome email right after the form, and your team gets a heads-up in chat.
More builds
The task you're thinking of right now. That one.
Twenty minutes, free. By the end of the call you'll know if an hour fixes it.
No pitch. No deck. If it's not a fit, I'll say so.