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This system sends a welcome email, shares your onboarding packet along with all the necessary links, and stores all their info in your CRM or Notion.
Why You Need It: Onboarding takes time — from sending emails and attaching links to keeping everything organized. This system handles it all. You load everything in once, then send it out as many times as you'd like — instantly and professionally. Have different roles, departments, or partner types to onboard? No problem. We can build multiple onboarding paths tailored to each type of client, employee, or collaborator — so every experience feels personal, efficient, and on-brand.
Exactly What You Get:
Automated welcome email, onboarding packet, and resource delivery
Custom link set: guides, contracts, login info — whatever you need
Unlimited use: one setup, repeat endlessly
Optional: separate flows for clients, partners, or team roles
This system sends a welcome email, shares your onboarding packet along with all the necessary links, and stores all their info in your CRM or Notion.
Why You Need It: Onboarding takes time — from sending emails and attaching links to keeping everything organized. This system handles it all. You load everything in once, then send it out as many times as you'd like — instantly and professionally. Have different roles, departments, or partner types to onboard? No problem. We can build multiple onboarding paths tailored to each type of client, employee, or collaborator — so every experience feels personal, efficient, and on-brand.
Exactly What You Get:
Automated welcome email, onboarding packet, and resource delivery
Custom link set: guides, contracts, login info — whatever you need
Unlimited use: one setup, repeat endlessly
Optional: separate flows for clients, partners, or team roles