New client onboarding
New client onboarding is an automation Rosada Automation builds for Professional & B2B firms. Every new client gets the same complete welcome steps, and none get skipped.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~2 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 5
Signed
A sample client is marked signed. The routine part is done. It waits for you.
A person checks this
Signed
A sample client is marked signed.
Example run. Nothing here is sent for real.
You can require a check before the welcome email goes out.
Where you approve
You can require a check before the welcome email goes out.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- The welcome steps
- The email wording
- What the checklist includes