Client Onboarding Pipeline

@snippbot/workflow-client-onboard ORG

Workflow Template

Structured new client onboarding: intake, account setup, welcome package, and 30-day check-in.

client onboarding business crm pipeline

Install

$ snippbot marketplace install @snippbot/workflow-client-onboard

Steps (4)

pkg__snippbot__Intake

Collect client info, requirements, and signed agreements

pkg__snippbot__Account Setup

Create client records in CRM, set up project workspace

pkg__snippbot__Welcome Package

Send welcome email with onboarding docs and access credentials

pkg__snippbot__30-Day Check-in

Schedule and prepare first check-in meeting

Versions (1)

1.0.0
0 downloads 2026-05-17