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ZAPIER CLIENT ONBOARDING

Client onboarding checklist

CRM pipeline stage change

Problem

A new client required several setup tasks after reaching the right pipeline stage.

Solution

Used CRM stage changes to create contract, payment, and account setup checklist items.

Outcome

A repeatable onboarding checklist starts from the client pipeline.

For

Service providers onboarding new clients.

Automation workflow · Zapier
  1. New client stageGoHighLevel pipeline
  2. Client task createdClickUp
  3. ContractDraft and send
  4. PaymentSet up billing
  5. GHL accountSet up access
  6. ClickUp setupReady to work

The actual build

Client onboarding checklist workflow built in Zapier