PURIST automation · client onboarding
The contract is signed.
Six things must happen, in order, every time.
- 1Contract signed
In your e-signature tool. That is the trigger.
- 2Welcome and account
Next steps by email, portal access created.
- 3Invoice and kickoff
First invoice sent, kickoff booked in both calendars.
- 4Folder and team
Shared folder from templates, an owner assigned.
- 5Client ready
Same order, every client, nothing forgotten.
The six tasks are an example. Yours are mapped from how you onboard today, then run the same way for every client.