Bringing on a new client involves creating records, collecting signed agreements, gathering system access, and mapping how the client's existing process works before a first SOP can be drafted.
An automated onboarding workflow creates the client record, workspace, and folder structure the moment a contract is signed, then sends and chases the intake questionnaire automatically. The result is a faster, more consistent path from signed contract to a working first-draft SOP.
The full workflow, from trigger to completion.
Completion status change starts the onboarding automation immediately.
The automation creates the record, project, and folder in one pass.
A intake link is sent to the client asking about their current process and access needs.
If the form is not submitted within 48 hours, a reminder goes out and the coordinator is flagged.
The automation turns the intake answers into a first-draft SOP and runbook for the delivery team.
The draft SOP and access log are saved into the client's folder.
A message tells the account team the client is set up and ready for the kickoff call.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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