How to Use Workflows to Automate Client Onboarding
You’ve closed the deal—now what?
The moment someone becomes a client is critical. It’s your opportunity to wow them, build trust, and prove they made the right decision. But manually onboarding every new client can be time-consuming, inconsistent, and prone to mistakes.
That’s where Workflows inside Laminar Sync come in.
With automation, you can deliver a streamlined, personalized onboarding experience—without the manual effort.
🚀 Why Automate Onboarding?
First impressions matter. A smooth, professional onboarding process sets the tone for your entire relationship. When you automate it:
- You respond instantly
- You stay consistent
- You free up time to focus on service
It’s a win for both your business and your client.
⚙️ How to Build an Onboarding Workflow in Laminar Sync
Here’s a basic onboarding sequence you can set up:
✅ Step 1: Trigger the Workflow
When a client signs a proposal, submits a form, or gets added to a pipeline stage—your workflow begins.
✉️ Step 2: Send a Welcome Email or SMS
Include:
- A thank-you message
- What to expect next
- Helpful links or resources
📆 Step 3: Offer a Booking Link
Invite them to schedule a kickoff call, strategy session, or onboarding appointment using Laminar Sync’s built-in calendar.
📋 Step 4: Collect Info with a Form
Gather anything you need:
- Branding assets
- Access credentials
- Preferences
Responses get added directly to the CRM for future automation and personalization.
🔁 Step 5: Assign Tasks or Notifications to Your Team
Automate internal alerts so your team knows when to follow up, send a gift, or launch a project.
🤖 Step 6: Drip Emails or Educational Content
Use timed messages to guide them through the process, reinforce value, and reduce overwhelm.
✨ Bonus Tips
- Use conditional logic to personalize onboarding based on service type
- Track engagement with email opens and clicks
- Connect onboarding to automated review requests once projects are complete
🔄 From Chaos to Flow
Client onboarding doesn’t have to be a mess of emails, calls, and sticky notes. Laminar Sync’s Workflow builder helps you create repeatable, high-touch systems that scale with your business.
Give Every Client a VIP Start—Automatically.
When onboarding runs on autopilot, your team saves hours, your clients feel valued, and your entire business operates in sync.