Sales
🚀Client Onboarding Sequence
New client pays, and a personalised welcome journey starts automatically.
8+ hours per week
Time saved weekly
€1,500+ per month in retention value
Monthly value saved
40% improvement in client retention rates
Key result
What this automation does
From the moment a client signs up, they receive a structured sequence of touchpoints: a welcome message on Day 1, a check-in on Day 3, a progress update on Day 7, an upsell suggestion on Day 14, and a review request on Day 30. Every message is personalised and your CRM is updated at each stage.
How it works, step by step
Client signs up or pays
A payment, contract signature, or sign-up triggers the onboarding flow.
Day 1: Welcome message
A personalised welcome email with next steps, login details, and key resources.
Day 3: Check-in
An automated check-in asking if everything is going smoothly and offering help.
Day 7-14: Value delivery
Progress updates, tips, and a soft upsell to relevant add-on services.
Day 30: Review request
A personalised request for a review or testimonial, timed for maximum satisfaction.
What this means for your business
Every new client gets a consistent, premium onboarding experience
Reduce early churn by staying in touch during the critical first month
Upsell opportunities are surfaced at the perfect moment
Reviews and testimonials are collected on autopilot
Ideal for
Ready to automate client onboarding sequence?
Book an AI audit and we will show you exactly how this automation fits into your business, what it connects to, and how quickly you will see results.