Client onboarding that starts itself when you win the deal
A ready-made onboarding workflow for any service business. Clients sign, pay and book kickoff in your portal. Your team gets the setup checklist.
- Steps
- 11 steps
- Typical length
- 1 to 3 weeks
- Who’s involved
- Client, Account lead, Operations
- Works with
HubSpot
PipedriveStripe
QuickBooks
Google Drive
Dropbox+6
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Welcome and sign
3 steps - 2
Collect the details
2 steps - 3
Set up the account
2 steps - 4
Kick off
2 steps - 5
First delivery
2 steps
Onboarding stalls in the inbox
The work can start Monday. The contract, the intake answers and the access are in three email threads.
Same start, every client
A won deal or a paid invoice starts the flow, so no welcome email gets forgotten.
Follow-ups that send themselves
Clients get reminders about the unsigned agreement and the missing files until they're done.
Setup lands with the right person
Your team gets its setup checklist as soon as the intake form is in.
- Sign the agreement
- Pay the first invoice
- Fill out the intake form
- Share files and access
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every new client goes through after the deal is won, from the welcome email to the first deliverable, run the same way every time. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
