Client onboarding workflow automation

Purpose

1.1. Seamlessly transition potential leads into active art service clients by automating data collection, documentation, scheduling, and ongoing communication.
1.2. Centralize all client interactions and ensure every prospect is nurtured through onboarding steps—quote request, info gathering, portfolio sharing, and service agreement—reducing staff manual intervention.
1.3. Facilitate prompt responses, improve client experience, maintain service consistency, and speed up the process from inquiry to art project initiation for airbrushing professionals.

Trigger Conditions

2.1. New inquiry received from website form or social media page.
2.2. Contact added to CRM or email list.
2.3. Incoming call or SMS detected on business line.
2.4. New message via chat platform or virtual assistant.
2.5. Manual trigger from internal dashboard for referrals.

Platform Variants

3.1. Salesforce
• Feature/Setting: Create Lead API – Configure trigger for new web leads and auto-assign onboarding sequence.
3.2. HubSpot
• Feature/Setting: Forms > Automated Workflows – Set automation to send intake form and assign tasks.
3.3. Zoho CRM
• Feature/Setting: Workflow Rules – Trigger onboarding emails and document requests.
3.4. Pipedrive
• Feature/Setting: Deal Creation webhook – Start onboarding checklist and assign team members.
3.5. Google Workspace
• Feature/Setting: Google Forms collection – Auto-send portfolio PDF and contract via Drive Sharing API.
3.6. Microsoft Outlook
• Feature/Setting: New Contact Event – Launch onboarding sequence via Power Automate.
3.7. Slack
• Feature/Setting: Incoming Webhook – Notify team channel and create onboarding checklist.
3.8. Trello
• Feature/Setting: Board Automation – Add new client card with checklist for each onboarding step.
3.9. Asana
• Feature/Setting: API Task Creation – Automatically populate airbrushing onboarding project tasks.
3.10. Airtable
• Feature/Setting: Automation Trigger – Move new leads into onboarding table and send follow-up.
3.11. Calendly
• Feature/Setting: Scheduled Event Webhook – Auto-send client availability for artist consultations.
3.12. DocuSign
• Feature/Setting: Template Send API – Deliver service agreements and collect signed contracts.
3.13. Jotform
• Feature/Setting: New Submission Webhook – Route client info to CRM and alert account manager.
3.14. Typeform
• Feature/Setting: Results API – Collect project requirements into onboarding database.
3.15. Mailchimp
• Feature/Setting: List Automation Trigger – Send welcome and info series to new airbrushing leads.
3.16. SendGrid
• Feature/Setting: Transactional Templates API – Send personalized confirmation and intro emails.
3.17. Twilio
• Feature/Setting: Messaging API – Auto-SMS clients with onboarding steps or reminders.
3.18. WhatsApp Business API
• Feature/Setting: Automated Message Flows – Welcome message and submission follow-ups.
3.19. Intercom
• Feature/Setting: Conversation Trigger – Start onboarding chat and send project brief link.
3.20. ClickUp
• Feature/Setting: Task Automation API – Assign and notify project managers for new onboardings.
3.21. Google Calendar
• Feature/Setting: Events API – Schedule intro calls and send invites automatically.
3.22. Dropbox
• Feature/Setting: File Request Automation – Gather reference photos from client uploads.

Benefits

4.1. Reduces manual onboarding errors and repetitive tasks.
4.2. Provides instant, consistent communication with every prospective client.
4.3. Accelerates client conversion by promptly nurturing each lead.
4.4. Centralizes client data, art preferences, and agreements for team visibility.
4.5. Improves professional image and reliability in the airbrushing service sector.