Use case · Client onboarding

Build a client onboarding system without a developer.

Your best onboarding lives in one person's head. When they're busy, new clients get the improvised version: the welcome email goes out late, the intake form gets forgotten, and week one sets the tone for the whole relationship. Describe your ideal onboarding once - Chromoly turns it into a system that runs it every time.

What your generated onboarding system includes

Kickoff on autopilot

  • Triggered by deal-won webhook from your CRM
  • Checklist created from your template, per client type
  • Day-0 welcome email with intake form
  • Tasks assigned to the right teammates

Momentum kept

  • Day-3 check-in if the intake isn't complete
  • Day-7 kickoff summary and next steps
  • Escalation alert when a client goes quiet
  • AI-drafted follow-ups - you approve the tone

Visible to everyone

  • Team dashboard: every client's stage at a glance
  • Optional client portal - clients see their own progress
  • What's waiting on the client is visible to the client
  • Slack notifications on milestones

Production-grade by default

  • Audit log of every step and email sent
  • 24/7 monitoring - stalled workflows alert you
  • Webhooks to and from your other tools
  • EU-hosted, GDPR-ready, maintained for life

Try this exact prompt

Example prompt - paste it as-is

Build a client onboarding system for a marketing agency. When a deal is marked won in our CRM (webhook), create the client record and an onboarding checklist: contract signed, intake form, kickoff call booked, access granted, first deliverable scheduled. Day 0: send the welcome email with our intake form. Day 3: check in if the form isn't done. Day 7: send a kickoff summary. Assign tasks to the account manager. If the client hasn't responded in 5 days, alert the account manager on Slack. Show the whole team a dashboard of every client's onboarding stage.

Preview it working in your browser before paying anything, then refine in plain language - "add a different checklist for enterprise clients" - with the dependency map showing what each change affects before it ships.

Why systematized onboarding pays for itself

Onboarding is the highest-leverage week in the client relationship: done well, it sets expectations, collects everything you need, and makes the client feel like they chose the right partner. Done from memory, it leaks - late starts, missing access, "did anyone send the contract?" A system means your best version runs every time, whoever is busy. Pair it with a client portal so clients see their own progress, and a custom CRM so won deals flow straight in. All one platform, maintained for life.

Frequently asked questions

What does an automated onboarding flow look like?

Deal won → client record + checklist created → day-0 welcome with intake → day-3 check-in → day-7 kickoff summary → tasks assigned → escalation if the client goes quiet. All logged.

Can the onboarding adapt per client type?

Yes - conditional branching: enterprise vs small, service A vs B, each with its own checklist and steps. Described in plain language.

Can clients see their own progress?

Yes - add a client portal on your domain: magic-link login, their checklist, what's done, what's waiting on them.

Does it connect to my CRM?

Yes - webhook triggers from any CRM, native Slack/Stripe/HubSpot/Google, outbound webhooks to everything else. Integrations maintained by the platform.

Give every client your best week one

Describe your onboarding in plain language. Working preview in your browser - free tier forever, no credit card.

Start free →

Checklists that run themselves · escalation built in · maintained for life