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Automations — Client Onboarding

Signed. Onboarded. Running. In minutes.

The moment a client signs, LeadLasso's onboarding automation activates — sending the welcome, collecting intake information, booking the kickoff call, granting access, and briefing internal teams — without anyone manually triggering a single step.

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ONBOARDING — TRIGGERED
✓
Contract signed — DocuSign trigger
4:02pm
✓
Welcome email sent to client
4:03pm
✓
Intake form sent
4:03pm
✓
Kickoff call booking link delivered
4:03pm
⏳
Intake received → CRM updated
Pending
Days → min
Onboarding time
Auto
7-step flow triggered
Instant
Welcome sent on signature
Zero
Manual steps required
What it handles

Built around your operation.

Every implementation is configured specifically for your business, your tools, and your workflow — not a template deployed and left to run.

✓DocuSign / PandaDoc / SignNow contract trigger
✓Welcome email with intake form and booking link
✓Intake form → CRM + project management tool
✓Calendar booking integration
✓Internal team brief on intake completion
How LeadLasso builds it
1

Strategy call

30 minutes to map your current process and identify exactly what needs to be connected.

2

Build and test

LeadLasso builds, connects, and tests everything. You review before anything goes live.

3

Live in 5–10 days

Everything running, monitored, and reported on. Ongoing maintenance included.

FAQ

Common questions.

DocuSign, PandaDoc, SignNow, and Adobe Sign. If you use a different tool, LeadLasso will verify compatibility during the strategy call — most platforms with webhooks or APIs can connect.
Automated reminders at 24 hours, 48 hours, and 72 hours. After 72 hours without completion, a human task is created for personal follow-up.
Yes — each service type, client segment, or contract value can trigger a different flow. A residential client and a commercial client get entirely different onboarding experiences.
Yes — if your accounting platform is Xero, MYOB, or Stripe, the first invoice can be generated and sent automatically on contract signature with deposit details pre-populated.
A standard flow takes 5–8 business days to build and test, depending on service variants and integrations required. Complex multi-path flows may take longer.
Related products

Works well alongside these.

🗂️

CRM Automation

Every onboarding intake populates the CRM automatically — no manual data entry.

Learn more →
📄

Document Processing

Processes intake forms and signed contracts automatically — the document layer of onboarding.

Learn more →
🔁

Relationship Management

Picks up where onboarding ends — keeping clients warm and returning throughout the relationship.

Learn more →
Get started

Ready to implement Client Onboarding?

Request a 15-Min AI Discovery Call