Want Seamless Onboarding? Here’s How to Set Up Client Workflows That Work

Automating your onboarding process can save time and ensure every new client feels supported from day one. Here’s how to map it out and make sure your tech handles the rest!

?? Reflect Today: Are your workflows guiding clients smoothly through their journey with you? Here’s how to automate with ease:

3 Steps to Build a Strong Client Workflow

1?? Define the Trigger

The first step in any workflow is identifying what starts it all—like a purchase or a form submission. This trigger tells your system when to begin the onboarding sequence.

2?? Outline Key Actions

Once triggered, plan each action in the process:

Add tags to segment your contacts and personalize future messaging.

Update the client’s stage in your sales pipeline to track their progress.

Add a note to the client’s record to keep all relevant details in one place.

3?? Set Up Client Touchpoints

From here, decide what needs to happen next. Consider:

A confirmation email outlining what they can expect.

An internal alert to notify your team or VA.

Sending an onboarding form to gather essential info and help clients feel prepared.

?? Want to create powerful automations that enhance client experiences? In Legends Lab, we cover everything from workflow fundamentals to advanced automation strategies that work for you. - read more at www.sarahcordiner.com/legends

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