Client Onboarding & ManagementPurpose
1.2. Automates the communication process, ensuring clients receive vital resources instantly without manual intervention.
1.3. Standardizes the flow of checklists, dietary guidelines, intake forms, and orientation material in various formats (PDFs, video, web links) for better client adherence.
1.4. Automator workflows guarantee timely delivery, trackable completion, and follow-up via multi-platform automations.
Trigger Conditions
2.2. Scheduled initial consultation on calendar.
2.3. Completion of a payment or booking form.
2.4. Manual trigger from dashboard for ad-hoc distribution.
2.5. Automated re-sending if material remains unopened after set duration.
Platform Variants
3.1 Google Workspace (Gmail)
• Feature/Setting: Gmail API – automate email distribution with attachments and mail-merge templates.
• Sample: Configure automated draft generation and scheduled sends for intake PDFs to new client emails.
3.2 Outlook/Office 365
• Feature/Setting: Microsoft Graph API (Mail.Send) – automate sending onboarding emails with nutritionist checklists attached.
• Sample: Automate scheduled emails post appointment booking event.
3.3 Twilio SMS
• Feature/Setting: Programmable SMS API – automatedly sends SMS links to materials/checklists directly to client phones.
• Sample: Automate welcome text with secure checklist link on client registration.
3.4 SendGrid
• Feature/Setting: Marketing Campaigns API – automates batch and personalized email distributions.
• Sample: Automate onboarding drip email series per nutritionist practice.
3.5 WhatsApp Business API
• Feature/Setting: Message Template API – automate interactive checklist delivery in WhatsApp.
• Sample: Automate push message upon CRM trigger with PDF or checklist link.
3.6 Slack
• Feature/Setting: Incoming Webhooks – automated nutritionist channel notifications with prep material links.
• Sample: Automate message to private client channels on joining.
3.7 HubSpot
• Feature/Setting: Workflows – automates onboarding material dispatch with tracked email engagement.
• Sample: Configure trigger on contact property creation.
3.8 Salesforce
• Feature/Setting: Process Builder/Flow Builder – automate sending custom checklist based on client intake fields.
• Sample: Automate outbound email with document merge per nutritionist type.
3.9 Mailchimp
• Feature/Setting: Automated Journeys – automates onboarding material series as part of nutritionist pipelines.
• Sample: Automate welcome sequence on new subscriber event.
3.10 Dropbox
• Feature/Setting: Dropbox API file sharing – automate delivery of checklist folder links upon client add event.
• Sample: Automate share folder action triggered by CRM webhook.
3.11 DocuSign
• Feature/Setting: Templates API – automate sending fillable forms/checklists requiring client action.
• Sample: Automate pre-engagement document flow for initial client assessment.
3.12 Typeform
• Feature/Setting: Webhooks/Integrations – automate follow-up with prep material upon form completion submission.
• Sample: Automate thank-you email with downloadable checklist.
3.13 Calendly
• Feature/Setting: Event Type Workflow – automate pre-appointment checklist delivery via email/SMS.
• Sample: Automate content push immediately after client books with nutritionist.
3.14 Zoom
• Feature/Setting: Meeting Registrant API – automates checklist delivery upon webinar/meeting signup.
• Sample: Automate meeting join email with attached prep material.
3.15 Intercom
• Feature/Setting: Custom Bots/Series – automate in-app checklist launches for signed-in clients.
• Sample: Automate checklist pop-up after chat bot intake flow.
3.16 AirTable
• Feature/Setting: Automations – automate emailing attachments to records meeting a filter condition (e.g. new client flag).
• Sample: Automate filtered view triggers checklist dispatch.
3.17 Pipedrive
• Feature/Setting: Workflow Automations – automate sending checklists when deal stage changes.
• Sample: Automate auto-send on “New Client” stage event.
3.18 ClickSend
• Feature/Setting: SMS/MMS API – automates delivery of onboarding materials as attachments or links, via SMS/MMS.
• Sample: Automate checklist MP4 or PDF push to mobile numbers.
3.19 Zoho CRM
• Feature/Setting: Workflow Rules – automate checklist distribution when new nutritionist client is entered.
• Sample: Automate email/SMS push via CRM automation flows.
3.20 Telegram Bot API
• Feature/Setting: sendDocument/sendMessage – automate automated chat-based delivery of onboarding materials.
• Sample: Automate bot reply with checklist or instructional video file.
3.21 Shopify
• Feature/Setting: Flow Automation – automate checklist/post-purchase materials sent for nutrition product clients.
• Sample: Automate email sequence to buyers of nutritionist consultation products.
3.22 Smartsheet
• Feature/Setting: Workflow Automation – automate sending preparation sheet when a new row (client) is created.
• Sample: Automate document dispatch based on row triggers.
3.23 ActiveCampaign
• Feature/Setting: Automations – automates personalized checklist send based on nutritionist tags/fields.
• Sample: Automate onboarding flow for intake contacts.
3.24 Asana
• Feature/Setting: Rules – automate messaging tasks with checklist attachments when new project (client) is added.
• Sample: Automate task with prep docs to assignee (client).
Benefits
4.2. Ensures rapid, consistent, and trackable onboarding across platforms, enhancing client experience.
4.3. Automated follow-ups increase checklist completion rates and client preparedness.
4.4. Automation minimizes errors, supporting better compliance and documentation.
4.5. Frees up staff for higher-value client interactions by automatedly handling routine communications.