Client Onboarding Automation

Fully automated welcome sequence, contract workflow, and integration setup

All new clients receive automated welcome emails, contract workflows, and setup guides

Active Onboardings

In progress right now

Completed This Month

Avg. 4.2 days to complete

Contract Sign Rate

87%

Of contracts get signed

Automation Rate

94%

Fully automated touchpoints

Active Client Onboardings

Track progress through the automated onboarding journey

Client	Package	Current Stage	Progress	Last Activity	Next Action
Acme Corp contact@acmecorp.com	Professional SEO	Contract Signature	40%	Contract sent 2 hours ago	Awaiting signature
TechStart Inc admin@techstart.io	Essential SEO	Payment Setup	60%	Contract signed 5 hours ago	Complete payment method
Global Solutions info@globalsolutions.com	Enterprise SEO	Integration Setup	80%	Payment added 1 day ago	Connect Google Search Console
Local Bakery Co owner@localbakery.com	Essential SEO	Onboarding Complete	100%	Kickoff call completed	First audit scheduled

Automated Onboarding Journey

5-step automated process from signup to first audit

Step 1: Welcome

Automated welcome email sent immediately

Step 2: Contract

E-signature request sent 24h after welcome

Step 3: Payment

Stripe setup link sent on signature

Step 4: Integrations

Setup guide sent after payment

Step 5: Kickoff

Kickoff invite sent on integration