Client Onboarding & Fulfillment Automation

Deliver Like a Pro Without Lifting a Finger

Imagine bringing in a new client… and everything from welcome emails to file collection, task assignment, and service delivery runs automatically—without you doing a thing. That’s exactly what our Client Onboarding & Fulfillment Automation system is built to do.

This is a done-for-you automation service designed for consultants, service providers, agencies, and creators who want to eliminate chaos, boost client experience, and save hours every week.

We design and launch a tailored system that operates like your personal assistant—welcoming new clients, collecting intake information, organizing deliverables, assigning tasks, and even sending updates or next steps on autopilot.

What’s Included:

• Custom intake form connected to your CRM or task manager

• Automated welcome email sequence + onboarding checklist

• Project/task auto-assignment (to you or your team)

• File requests + uploads via branded forms or portals

• Optional upsell flow, feedback capture, or client dashboard access

Perfect For:

• Coaches & consultants

• Freelancers & agencies

• Service-based business owners

• Anyone who delivers offers in a repeatable way

💸 Pricing:

$497–$997 (based on complexity)

One-time setup. Lifetime ROI. No more onboarding headaches or dropped balls.

📞 Ready to automate your client experience?
👉 Book a Free Strategy Call