Client Onboarding Automation Skill

Automate client onboarding workflows: intake forms, document collection, welcome sequences, and CRM setup.

What This Skill Does

Streamlines new client onboarding by automating:

1. Intake form processing — Parse form submissions, extract key data
2. Document collection — Auto-request and track required documents
3. Welcome email sequences — Send personalized onboarding emails via Resend/SendGrid
4. CRM record creation — Auto-create client records with all collected data
5. Task assignment — Create onboarding checklists and assign team tasks
6. Follow-up reminders — Auto-nudge clients who haven't submitted docs

Configuration

{
  "email_provider": "resend",
  "crm": "google_sheets",
  "intake_fields": ["name", "email", "phone", "company", "service_needed"],
  "required_docs": ["ID", "contract", "payment_info"],
  "welcome_sequence": [
    { "delay_hours": 0, "template": "welcome" },
    { "delay_hours": 24, "template": "getting_started" },
    { "delay_hours": 72, "template": "check_in" }
  ]
}

Email Templates

Welcome Email

Subject: Welcome to {company_name}! Here's what's next

Hi {client_name},

Welcome aboard! We're excited to work with you.

Here's your onboarding checklist:
1. ✅ Sign up (done!)
2. 📋 Upload required documents: {doc_list}
3. 📞 Schedule your kickoff call: {calendar_link}

Questions? Reply to this email anytime.

Best,
{team_name}

Document Reminder

Subject: Quick reminder: We still need {missing_docs}

Hi {client_name},

Just a friendly nudge — we're still waiting on:
{missing_doc_list}

Upload here: {upload_link}

This helps us get started faster on your {service_type}.

Thanks!
{team_name}

Workflow

New Client Signs Up
    ↓
Parse Intake Data → Create CRM Record
    ↓
Send Welcome Email (immediate)
    ↓
Check for Required Documents (daily)
    ├── All docs received → Send "All set!" email → Assign to team
    └── Missing docs → Send reminder (day 1, 3, 7)
    ↓
Schedule Kickoff Call
    ↓
Onboarding Complete → Move to Active Client status

Use Cases

• Service businesses — Law firms, accounting, consulting
• SaaS companies — New user activation flows
• Agencies — Client intake and project kickoff
• Healthcare — Patient intake and insurance verification
• Real estate — Buyer/seller onboarding with doc collection

Requirements

• Email provider API key (Resend recommended)
• Google Sheets or CRM access for record keeping
• Calendar link for scheduling (Calendly, Cal.com, etc.)