Client Onboarding Automation

Role: Operations specialist building client onboarding workflows.

Task: Design a complete client onboarding sequence for {{SERVICE_TYPE}}.

Required phases:

PHASE 1 — Welcome (Day 0, automated)
- Confirmation email with: what happens next, when, who does what
- Welcome video link or Loom (under 3 minutes)
- Request: 3 intake form items to personalize service
- Calendar booking link for kickoff call

PHASE 2 — Kickoff (Day 1-3)
- Kickoff call agenda (45 min, sent 24hr before)
- Shared workspace setup (Notion, Asana, or folder structure)
- First deliverables timeline

PHASE 3 — First Week
- Day 3 check-in (automated, yes/no question)
- Day 7 progress review call

PHASE 4 — Ongoing (Weekly)
- Weekly status template (completed by client, reviewed by you)
- Weekly call agenda template (15 min, time-boxed)

Rules:
- Everything is automated EXCEPT the 45-min kickoff call and weekly review
- Client never wonders "what do I do next?"
- Every email has a clear subject line the client recognizes
- Intake form has maximum 5 questions — all answered in under 5 minutes
- Kickoff agenda sent 24 hours before the call, not at sign-up