Steal Our Agency Client Onboarding Workflow
The complete system for the first 30 days of every new client relationship — task checklist, email sequence, CRM pipeline stages, and automation triggers. Copy it, run it, and never drop the ball on a new client again.
- 30-day task checklist (27 steps across 4 phases)
- 5-email onboarding sequence (copy-paste ready)
- CRM pipeline stages for onboarding deals
- Automation triggers to run the whole thing hands-free
Free · Instant download · Used by 600+ agencies · Works in any CRM
Client Onboarding Timeline
New Clients Deserve a Perfect First 30 Days. Most Agencies Don't Deliver One.
The first 30 days of a client relationship determines everything — whether they become a long-term account or an early churn. Yet most agencies handle new client management with a mix of tribal knowledge, ad-hoc emails, and remembered tasks.
When it's not systematized, things fall through the cracks: the welcome call gets delayed, the access credentials get sent late, the first check-in email never goes out. Not because anyone is careless — but because no one has a system. See how an agency client portal gives clients visibility while your team runs the workflow.
This workflow removes the guesswork. Every task, every email, and every CRM automation trigger is defined in advance — so the first 30 days run the same way every time, for every client, regardless of who's managing the account.
Consistent experience
Every client gets the same professional first 30 days
60% less account manager time
Automations handle the routine touches
Higher retention
Clients who feel well-onboarded stay 2× longer
The Full Workflow — 4 Phases, 30 Days
Click any phase to expand the tasks and automation triggers.
Tasks
- Send welcome email #1 (template provided)
- Create client workspace/account in CRM
- Assign account manager and tag in CRM
- Send onboarding questionnaire
- Schedule kickoff call (within 48 hours of signing)
- Create Slack/comms channel for client
- Set up client folder in Google Drive / file system
Automation Triggers
- Deal stage moves to "Onboarding" → automatically create all 7 tasks above
- Deal stage moves to "Onboarding" → send welcome email #1 automatically (30 min after trigger)
5-Email Onboarding Sequence
Full copy in download- Day 0Welcome to [Agency Name] — here's what happens next
- Day 5Quick update on your onboarding progress
- Day 14We're 2 weeks in — here's where things stand
- Day 2830 days of working together — a quick look back
- Day 35Month 1 results + our plan for Month 2
Download the Complete Workflow Package
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- PDF: Full 27-step onboarding checklist (print-ready)
- Google Doc: All 5 email templates with full copy (copy-paste ready)
- CSV: CRM pipeline stages import file (works with any CRM)
- Video: 8-minute walkthrough of how to set this up in AutomateNexus CRM
Set It Up Once. Karrie Runs It Every Time.
In AutomateNexus CRM, this entire workflow runs automatically. When a deal moves to “Onboarding”, Karrie creates every task, sends every email, and alerts your account manager at the right moment — without you touching a thing.
Deal Signed
Karrie automatically creates all 27 onboarding tasks and assigns them to the right team member
Karrie Monitors Progress
Alerts your team if any task is overdue, or the client goes quiet for more than 5 days
Day 30 Complete
Karrie sends the 30-day results summary and moves the deal to Active Client stage
What Agencies Say
“Our new client onboarding used to be chaos — different account managers did things differently every time. This workflow changed that overnight. Every client gets the same experience now.”
Sarah M.
Operations Director
Digital growth agency, 18 people
“The automation triggers alone saved us hours per client per month. The 5-day silence alert caught two at-risk clients we would have completely missed. Both renewed.”
James T.
Agency Owner
PPC agency, 8 people
“We had a 60% retention rate in year one. After systematizing onboarding with this workflow, we're at 87%. The first 30 days really does set the tone for the entire relationship.”
Priya K.
Client Success Lead
Content marketing agency, 12 people
Want This Built Into Your CRM — Forever?
Founding Members get full Karrie AI and unlimited workflow automation. Set up this onboarding workflow once and Karrie runs it for every new client, automatically. $597 once.
Claim Your Founding Member SpotLimited spots · $597 one-time · Lifetime access