Description
I build the full flow between “they said yes” and “they are an active client.” 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.
What gets built
- Retainer/agreement templates with auto-fill from CRM data
- Payment trigger and confirmation flow
- Client or case creation upon signature/payment
- Onboarding checklist and task assignment for the team
- Welcome emails to the client (expectations, next steps, contact info)
- Internal notification and routing to the right team member
- Status visibility: see where each new client is in onboarding
Add-on: Product or Meeting Payment Page (+$750)
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.
Who this is for
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.
What happens after you buy
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.
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