New Client Risk Assessment Scheduling
A done-for-you professional services automation built for the Client Onboarding Specialist, connecting Jotform and Calendly so the work below happens on its own.
What this automation does, step by step
A new client engagement automatically triggers scheduling of the required risk tolerance or needs assessment, ensuring it happens in the first week of the relationship instead of getting forgotten in the general rush of onboarding paperwork.
The client onboarding specialist gets confirmation once the assessment is complete and on file, and any new client who hasn't completed theirs within the expected window is automatically flagged, closing a compliance gap that used to depend entirely on someone remembering to circle back weeks into a busy new engagement.
- Jotform (discovery questionnaire and session prep form)
- Zapier or Make.com
- Calendly (self-scheduling)
- A CRM
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
Without a system in place, a client onboarding specialist has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. 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
Often built alongside this one
Client Onboarding & Session Prep Automation
New coaching clients are automatically sent a welcome packet, a discovery questionnaire, a pre-work assignment, and a self-scheduling link for their…
Engagement Letter-to-Kickoff Automation
Once a client signs their engagement letter, this automation automatically creates the client's folder structure, schedules the kickoff call, sends…
New Client Onboarding Welcome Sequence
Once an engagement is signed, the client is automatically enrolled in a welcome sequence covering portal setup instructions, a document checklist…
Escalating Document Request Reminder Chain
Clients who haven't uploaded required documents, tax paperwork, claims forms, signed disclosures, automatically receive escalating reminders as the…
Group Interest Matching & Attendance Follow-Up System
When someone expresses interest in joining a small group (through a weekend service card, the app, or the website) this automation captures their…
Post-First-Job Customer Portal Access Automation
After a customer's first completed job, the automation automatically issues them access credentials to an online portal where they can view…