Client Onboarding Automator Skill

Automate the entire client onboarding workflow — from initial inquiry to project kickoff. Handles intake forms, contract generation, payment collection, welcome sequences, and project setup.

What This Skill Does

1. Intake Processing — Captures new client info from email/form submissions
2. Contract Generation — Creates service agreements from templates
3. Payment Collection — Sends Stripe payment links automatically
4. Welcome Sequence — Sends onboarding email series (day 0, 1, 3, 7)
5. Project Setup — Creates folders, tasks, and checklists for new clients
6. CRM Update — Logs client details in your tracking system

Trigger

When a new inquiry arrives (email matching pattern, form webhook, or manual trigger):

New client: [name] | [email] | [service] | [budget]

Workflow

Step 1: Intake

Parse the incoming inquiry and extract:

• Client name and email
• Service requested
• Budget/package selected
• Timeline expectations
• Special requirements

Step 2: Auto-Response (Immediate)

Send a personalized acknowledgment email:

Subject: Thanks for reaching out, [Name]! Here's what happens next

Hi [Name],

Thanks for your interest in [service]. I've received your inquiry and here's what to expect:

1. I'll review your requirements (within 2 hours)
2. You'll receive a proposal with pricing
3. Once approved, we kick off immediately

In the meantime, here's a quick questionnaire to help me prepare:
[Link to intake form]

Best,
[Your name]

Step 3: Proposal Generation

Create a proposal document with:

• Scope of work (based on service selected)
• Pricing (from your rate card)
• Timeline
• Terms

Step 4: Contract + Payment

Once proposal is accepted:

• Generate contract from template
• Create Stripe payment link for the agreed amount
• Send contract + payment link to client

Step 5: Welcome Sequence

After payment:

• Day 0: Welcome email + access credentials + kickoff questionnaire
• Day 1: "Getting started" guide + calendar link for kickoff call
• Day 3: Check-in + first deliverable preview
• Day 7: Progress update + feedback request

Step 6: Project Setup

• Create project folder in workspace
• Generate task checklist from service template
• Set up recurring check-in reminders

Configuration

{
  "business_name": "Your Business Name",
  "from_email": "[email protected]",
  "reply_to": "[email protected]",
  "stripe_key": "sk_live_...",
  "services": {
    "basic": { "name": "Basic Package", "price": 497, "description": "..." },
    "pro": { "name": "Pro Package", "price": 997, "description": "..." },
    "enterprise": { "name": "Enterprise", "price": 2497, "description": "..." }
  },
  "welcome_sequence_delays": [0, 1, 3, 7]
}

Requirements

• Resend, SendGrid, or SMTP for email
• Stripe for payments
• OpenClaw with email/webhook channel configured