Client Onboarding Automator

Client Onboarding Automator Skill

Automate the entire client onboarding workflow — from initial inquiry to project kickoff. Handles intake forms, contract generation, payment collection, welcome sequences, and project setup.

What This Skill Does

1. Intake Processing — Captures new client info from email/form submissions 2. Contract Generation — Creates service agreements from templates 3. Payment Collection — Sends Stripe payment links automatically 4. Welcome Sequence — Sends onboarding email series (day 0, 1, 3, 7) 5. Project Setup — Creates folders, tasks, and checklists for new clients 6. CRM Update — Logs client details in your tracking system

Trigger

When a new inquiry arrives (email matching pattern, form webhook, or manual trigger):

New client: [name] | [email] | [service] | [budget]

Workflow

Step 1: Intake

Step 2: Auto-Response (Immediate)

Subject: Thanks for reaching out, [Name]! Here's what happens next
Hi [Name],
Thanks for your interest in [service]. I've received your inquiry and here's what to expect:
1. I'll review your requirements (within 2 hours)
2. You'll receive a proposal with pricing
3. Once approved, we kick off immediately
In the meantime, here's a quick questionnaire to help me prepare:
[Link to intake form]
Best,
[Your name]

Step 3: Proposal Generation

Step 4: Contract + Payment

Step 5: Welcome Sequence

Step 6: Project Setup

Configuration

{
  "business_name": "Your Business Name",
  "from_email": "hello@yourdomain.com",
  "reply_to": "you@yourdomain.com",
  "stripe_key": "sk_live_...",
  "services": {
    "basic": { "name": "Basic Package", "price": 497, "description": "..." },
    "pro": { "name": "Pro Package", "price": 997, "description": "..." },
    "enterprise": { "name": "Enterprise", "price": 2497, "description": "..." }
  },
  "welcome_sequence_delays": [0, 1, 3, 7]
}

Requirements

{
  "business_name": "Your Business Name",
  "from_email": "hello@yourdomain.com",
  "reply_to": "you@yourdomain.com",
  "stripe_key": "sk_live_...",
  "services": {
    "basic": { "name": "Basic Package", "price": 497, "description": "..." },
    "pro": { "name": "Pro Package", "price": 997, "description": "..." },
    "enterprise": { "name": "Enterprise", "price": 2497, "description": "..." }
  },
  "welcome_sequence_delays": [0, 1, 3, 7]
}