New Client Onboarding Sequence

First impressions matter. This 14-day sequence guides every new client through onboarding with the right message at the right time.

What's included

  • 14-day email sequence (8 emails)
  • 3 SMS touchpoints
  • Task assignments for your team
  • Onboarding completion trigger
  • Client health score initialization

How install works

One-click API install

Enter your CRM API key and we'll configure everything automatically. Takes about 2 minutes.

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$499$399

Save $100

  • Instant access after payment
  • One-click CRM install
  • 30-day support included
  • Works with all PushButtonCRM plans
CategoryAutomation Sequences
DifficultyBeginner
Setup time~15 minutes
Install methodAPI install
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