New Client Onboarding Welcome Sequence
A done-for-you professional services automation built for the Client Success Manager, connecting Calendly and Mailchimp so the work below happens on its own.
What this automation does, step by step
Once an engagement is signed, the client is automatically enrolled in a welcome sequence covering portal setup instructions, a document checklist, and a direct link to schedule the introductory call, so the first two weeks of a new relationship run on a consistent, professional rhythm instead of depending on whichever team member happens to remember what a new client needs first.
The client success manager can see exactly where each new client stands in the sequence, catching anyone who stalls at portal setup before it becomes a frustrating first impression that colors the entire engagement.
- Client portal (e.g., TaxDome, Canopy, or Karbon)
- Zapier or Make.com
- Mailchimp or email
- Calendly (self-scheduling)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a client success manager is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
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