What this checklist solves
Client onboarding breaks when payment, contracts, intake forms, folder setup, CRM updates, and kickoff messages live in separate manual steps. This checklist helps operators decide what to automate first and what should still require human review.
Automation map
| Layer | What to define |
|---|---|
| Trigger | Payment received, contract signed, form submitted, CRM deal closed, or manual kickoff approved. |
| Client data | Name, email, company, project goal, access needs, and scheduling preferences. |
| Internal setup | Client folder, project board, CRM record, welcome email, intake form, and team alert. |
| Client messages | Welcome, intake, access request, kickoff scheduling, missing information reminder, and confirmation. |
| Failure paths | Missing email, incomplete form, folder creation failure, scheduler issue, and duplicate client. |
Best-fit use cases
Use it for agencies, consultants, productized services, implementation teams, B2B onboarding, and any service business that repeats the same client setup steps after purchase or signature.
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