Usually a payment event (Stripe, NMI) or a CRM status change (deal won, contract signed). We connect the trigger to the full onboarding sequence on the audit call.
Built with your stack
// Client Onboarding
Manual onboarding is slow, patchy, and rides on someone remembering the next step. Automate it and the moment a client pays, the whole sequence runs itself - the same way, every time.
Built with your stack
The cost of manual
Every manual onboarding step is staff time, error risk, and a delay in the client getting value. When onboarding depends on someone remembering to send a welcome email, set up an account, or schedule a call - some clients get a great experience and some get a slow, inconsistent one.
Automated onboarding means every client gets the same excellent experience, immediately, regardless of which team member is on that day.
Want to see automated onboarding in action?
Free audit. We show you the Mark Coates build.
Client pays via Stripe, NMI, or your payment processor. The payment webhook triggers the full onboarding sequence automatically. No human involvement required.
Welcome email with account details, next steps, and resources sent immediately on payment. SMS confirmation. Calendar booking link for the first session. All automated.
Intake form sent automatically. Submission triggers the next onboarding step. Document requests, contract signing, and compliance forms routed via DocuSign or SignNow.
Platform access granted, login credentials sent, and resource libraries unlocked automatically based on the product or tier purchased.
For coaching, consulting, and membership businesses: weekly modules, session reminders, and milestone follow-ups delivered automatically on schedule. Built for Mark Coates: 48-week program from one Stripe checkout.
New client created in CRM, tagged correctly, placed in the right pipeline stage, and assigned to the right team member - automatically, on payment.
Coaching / Agency / UK
Complete automated onboarding and program delivery. Client pays via Stripe - 48-week coaching program triggers immediately: welcome sequence, weekly module delivery, check-in prompts, and milestone follow-ups. Zero manual scheduling across the entire program.
SaaS / US
Deal won in Close CRM triggers automatic client activation: GHL pipeline update, Stripe subscription created, welcome email sent, account configured. Six lifecycle states tracked. Zero manual steps from signed deal to active client.
Usually a payment event (Stripe, NMI) or a CRM status change (deal won, contract signed). We connect the trigger to the full onboarding sequence on the audit call.
Pricing depends on the scope of your system. After a free audit we give you a clear quote, fixed-price or hourly, whichever fits. Book the audit for a number tailored to you.
Yes. Each product or service tier gets its own onboarding sequence triggered by the correct payment or product tag.
It depends on scope. We give you a clear timeline in your free audit before any work starts.
// Free Audit
Thirty minutes. No pitch. You leave with a prioritized roadmap for the highest-return automations in your business, yours to keep whether you hire us or not.