Guides / Onboard a new client
How to onboard a new client with an agent.
A smooth first week sets the tone for a client relationship. Here is the flow in SOIS, and the single request that has your agent set the new client up properly.
The flow
Four steps, the way a person would do it in SOIS.
Set up the account
Create the client record with everything you know about them.
Send the welcome
Send a warm welcome with the details they need to get started.
Create the kickoff tasks
Spin up the onboarding checklist and assign the owners.
Schedule the first steps
Book the kickoff call and the early milestones.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Set up the new client, send them a welcome, create the kickoff tasks, and book the first call.
Done. A client set up cleanly, welcomed, with the kickoff tasks assigned and the first call in the calendar.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.