Summary  
Describes how to implement an event-driven workflow automation system that orchestrates sequential user input collection, conditional triggers, and automated task and notification dispatch.

General domain of usage  
Customer relationship management

A smooth **onboarding process** is the foundation of a successful client relationship. When clients feel supported from the start, they gain confidence in your agency and trust in your ability to **deliver results**. A well-structured onboarding system eliminates confusion, sets clear expectations, and ensures a **seamless transition** into campaign execution.

This chapter outlines a step-by-step approach to **client onboarding, covering intake forms, contracts, onboarding calls**, and **workflow automation**.


### Key Points:
- A structured **onboarding** process eliminates client doubts and builds trust;
- An **intake form** collects essential business details, goals, and brand guidelines;
- **Contracts** should be clear, legally binding, and easy to sign using e-signature tools;
- A **scheduling tool** simplifies booking onboarding calls and reduces back-and-forth emails;
- **Automated reminders** minimize no-shows and ensure clients are prepared for meetings;
- The **onboarding call** should cover expectations, communication guidelines, and next steps;
- **CRM tools** help streamline onboarding and track progress;
- Transparency and automation create a **high-touch** client experience while saving time.


What is the primary goal of a client onboarding process?

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Onboarding New Clients

Key Points:

Awesome!

Onboarding New Clients

Key Points: