Automation playbook · Client Onboarding on Autopilot

A flawless first week for every client.

Every new client triggers the same checklist: send the contract, raise the invoice, create folders, add them to tools and schedule the kickoff. Done by hand, it's slow, inconsistent and easy to get wrong.

Get this built for youWatch it run

Trigger: Contract signed
Automated steps: 6
Typical run time: ~4s
Replaces: ~90 min by hand

The workflow

How it works, step by step.

Triggered by: contract signed. Every step runs automatically, with logging, error handling and alerts built in.

Ready · Client Onboarding on Autopilot

Contract signed
E-signature completed by the client.
E-sign
Invoice sent
First invoice created with a secure payment link.
Stripe
Workspace created
Folders, project board and shared channel set up from templates.
Drive + PM tool
Welcome email
Personal welcome with next steps and portal access.
Email
Kickoff scheduled
Client picks a kickoff time from your live calendar.
Calendar
Team briefed
Account team notified with the full client brief.
Slack

Automated

—

Done by hand

~90 min

Faster

—

Outcomes

What you get back.

Hours of admin per client reduced to minutes
A consistent, professional first impression
No forgotten steps, even in your busiest weeks
Faster time from signature to kickoff

What's included in the build

E-signature and payment triggers
Invoice and payment link generation
Templated folder and project setup
Welcome sequences and portal invites
Kickoff scheduling
Internal handoff notifications

Works with

DocuSign
PandaDoc
Stripe
Google Drive
Notion
ClickUp
Asana
Slack

Built with

The services behind it.

Workflow AutomationAutomate the repetitive work that eats your team's week.Integrations & APIsConnect your tools so data flows automatically. No more copy-paste.

FAQ

Good questions.

The things teams usually ask about this workflow.

Can onboarding differ by service or package?

Yes. Workflows branch by package, service line or client type, so each client gets the right documents, tasks and team.

What if a client doesn't pay the first invoice?

The workflow can pause setup until payment clears and send polite, automatic reminders in the meantime.

More playbooks

Free strategy call · 30 minutes

Want this running in your business?

In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.

You'll walk away with

Where you're losing time and leads today
The quick wins worth doing first
A recommended approach, timeline and budget range
Honest advice, even if we're not the right fit

Prefer email? hello@deltacreationco.com or send us a brief.