{"id":3390,"date":"2026-07-24T15:13:17","date_gmt":"2026-07-24T15:13:17","guid":{"rendered":"https:\/\/main.velo-ops.com\/?post_type=product&#038;p=3390"},"modified":"2026-07-24T22:02:37","modified_gmt":"2026-07-24T22:02:37","slug":"sales-to-onboarding-system-build","status":"publish","type":"product","link":"https:\/\/main.velo-ops.com\/en\/product\/sales-to-onboarding-system-build\/","title":{"rendered":"Sales-to-Onboarding System Build"},"content":{"rendered":"<p>I build the full flow between &#8220;they said yes&#8221; and &#8220;they are an active client.&#8221; This includes: retainer\/agreement templates with auto-fill from CRM data, payment triggers and confirmation, client\/case creation, onboarding checklists and task assignment, welcome emails (internal + external), and routing to the right team member. Everything connected so nothing falls between steps. Add-on available for product\/meeting payment pages and refund flows for unqualified leads.<\/p>\n<div class=\"prod-section\">\n<h2>What gets built<\/h2>\n<ul class=\"prod-list\">\n<li>Retainer\/agreement templates with auto-fill from CRM data<\/li>\n<li>Payment trigger and confirmation flow<\/li>\n<li>Client or case creation upon signature\/payment<\/li>\n<li>Onboarding checklist and task assignment for the team<\/li>\n<li>Welcome emails to the client (expectations, next steps, contact info)<\/li>\n<li>Internal notification and routing to the right team member<\/li>\n<li>Status visibility: see where each new client is in onboarding<\/li>\n<\/ul>\n<\/div>\n<div class=\"prod-section\">\n<h2>Add-on: Product or Meeting Payment Page (+$750)<\/h2>\n<p>If you also sell a product, paid consultation, or one-off meeting where the client pays upfront and immediately enters the onboarding flow, I build that page and connect it to the same system. Includes refund flow for unqualified leads.<\/p>\n<\/div>\n<div class=\"prod-section\">\n<h2>Who this is for<\/h2>\n<p>You have clients signing but the first week feels different every time. The team scrambles. Clients feel a gap. You want one clean path that runs the same way every time without anyone having to remember the steps.<\/p>\n<\/div>\n<div class=\"prod-section\">\n<h2>What happens after you buy<\/h2>\n<p>Detailed intake form within 24 hours. I review, confirm scope, then build inside your existing tools. Delivered in 2-3 weeks with walkthrough and team training.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>From signed agreement to active client: retainer templates, auto-fill, payment triggers, onboarding emails, checklists, tasks, routing, and team assignment. 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