Automation Playbook: Client Onboarding in 10 Steps

Client onboarding fails when every department uses a different checklist. This playbook combines CRM automations, shared documentation, and proactive alerts so every handoff is visible.

The 10 steps

• Contract signed → auto-create project shell + owner
• Invoice scheduled → confirm payment method
• Kickoff survey sent → automatically remind after 48 hours
• Assets checklist generated in Notion
• Slack or Teams channel spun up with naming conventions
• Credentials vault shared securely via 1Password
• Timeline + success metrics logged in CRM
• Training resources personalized and delivered
• Executive sponsor summary emailed
• 30-day milestone review scheduled automatically

Tooling

n8n handles state transitions, Supabase stores metadata, and Linear/ClickUp receive tasks. Alerts go through Slack with contextual buttons so owners can pause or fast-track steps.

Rollout tips

Pilot the workflow with one offer, record every exception, and bake the best ones into conditional logic. Within two cycles the checklist becomes a living system that adapts as your product evolves.