automation · one time
Client/Team Onboarding Automation
Repeatable welcome sequences for professionals who onboard clients or teammates.
$1,199
$1,199 · SKU GND-AUTO-ONB
What you are paying for
For coaches, consultants, and small leads who onboard clients or teammates repeatedly. We build multi-step welcome sequences, checklists, and notifications on your forms/CRM stack.
Onboarding workflow projects often $1,000–$3,000; $1,199 targets a solid personal/small-practice system.
Deliverables
- Documented onboarding map
- Automated multi-step sequence
- Checklist + notification design
- Template handoff for future edits
Included
- • Scoping workshop
- • Test enrollment
- • 30-day workmanship
Not included
- • Full CRM migration
- • Team permissions redesign for large companies
- • Ongoing 24/7 monitoring unless on a written retainer that includes it
- • Enterprise compliance certifications (SOC 2, HIPAA BAA) unless separately contracted
- • Licenses for third-party software, VPN subscriptions, or cloud seats
- • Guaranteed outcomes with tools we do not control (vendor API outages, employer policy blocks)
- • Legal or HR advice
How it works
- 01
Map
Current manual onboarding.
- 02
Build
Sequence + checklist.
- 03
Pilot
One test client/teammate.
Prerequisites
- • Forms/CRM access
- • Welcome assets (docs, links)
Expected outcomes
Outcomes describe intent—not contractual guarantees of business results.
- • Repeatable first-week experience without manual chase
Related shipped work
Real projects that demonstrate we can deliver this category—not invented client quotes.
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