FLOWAGENT · BUSINESS AUTOMATION

Client Onboarding Automation

We automate your entire client onboarding process — from welcome emails and document collection to task creation and team notifications. Give every new client a professional, consistent experience from day one.

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Who this is for

Agencies, consultants, SaaS companies, and service businesses that onboard multiple clients and want to systematize the experience.

What is included

  • Onboarding workflow design and automation setup
  • Welcome email and document collection sequences
  • Project/task creation in your PM tool (Notion, Asana, Trello, etc.)
  • Team notification and assignment logic
  • Client portal or intake form if needed

How the workflow works

  1. Agency onboarding with automatic project setup and client intake forms
  2. SaaS user welcome flow with guided setup steps
  3. Consultant onboarding with document collection and scheduling
  4. Freelancer client intake with contract and brief automation

Scope and next steps

$59/month · We confirm integrations, monthly volume, approval steps and support before work begins.

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Frequently asked questions

What tools does this integrate with?

We integrate with Notion, Asana, Trello, Google Workspace, Slack, email platforms, and CRMs. We'll map the automation to your existing stack.

Can clients fill out intake forms as part of onboarding?

Yes. We can create custom intake forms that trigger the onboarding workflow automatically when submitted.

How customizable is the onboarding flow?

Fully customizable. We design the flow based on your specific process, timelines, and client communication preferences.

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