When a deal closes or a customer signs up, the onboarding machine kicks in. Welcome email sequence, Slack channel creation, project board setup, intro call scheduling, resource sharing — all triggered automatically. Your team focuses on the relationship, not the checklist.
Triggers from CRM deal stage change.
Slack channel, project board, shared folder — auto-generated.
Personalized emails with next steps and resources.
Calendly link sent with available times.
Book a free consultation and we'll scope it for your exact setup.