PURIST automation · client onboarding

The contract is signed.
Six things must happen, in order, every time.

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  1. 1
    Contract signed

    In your e-signature tool. That is the trigger.

  2. 2
    Welcome and account

    Next steps by email, portal access created.

  3. 3
    Invoice and kickoff

    First invoice sent, kickoff booked in both calendars.

  4. 4
    Folder and team

    Shared folder from templates, an owner assigned.

  5. 5
    Client 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.