Operations / 01 of 15
Onboarding Flow
Kick off the onboarding process upon payment so that all of the assets fall in place. Multi-step process that ensures the client experience is maintained and no buyer's remorse occurs.
How it runs
Trigger
Deposit paid or contract signed
Step 01
Create the account record
Step 02
Assign the delivery pod
Parallel — 7 jobs
- Slack channel + invites
- Drive folders + docs
- Notion hub
- Team tasks with due dates
- Welcome email
- Contract delivery
- System access
One failing job does not take down the run
Step 03
Onboarding form sent
Client gate
Form completed
Parallel — 4 jobs
- Contacts created
- Credentials stored
- Task hierarchy generated
- Verification task raised
What it is
Payment lands and the whole setup runs itself: account, pod, Slack channel, folders, docs, tasks, welcome, contract, access.
You need this if onboarding means someone's working a checklist for two days, capacity per team member is capped, and you need a waitlist to manage the influx of new clients.
Your client also spends their first 48 hours after paying watching nothing happen, which is exactly when buyer's remorse forms.
If onboarding is already documented, this is the difference between a checklist that scales with headcount and a system that doesn't.
The actual build
What it does for you
A two-day setup becomes a two-minute one
so capacity per team member stops being decided by admin.
The client's first experience after paying is fast and professional
which is where retention gets won or lost.
Every client gets an identical setup
so nothing gets skipped on the week the team is busy.
Built and running
School of Bots
Anissa Fulbright, Agency Operations DirectorLiveOnboarding went from ~2 days to ~2 minutes, fully automated and deposit-triggered. Per-team-member capacity went 5 → 20 clients, "12× capacity for the year", on a base of $100M+ generated for 3,000+ clients.
before we'd have to send over the contracts ourselves, send over the payment link, manually create a Slack channel, add them to Slack, send them a whole onboarding email… now it's basically just, I click a few buttons and pretty much everything I just mentioned gets done in an instant.
Also CreoSocial (Steven): Running 8+ months. Growthflare, Your Social Currency, Epic Ads Lab and The Makenzie Company also shipped
Want this one built into your business?
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