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Client Onboarding Checklist
When a deal closes, agent kicks off the standard onboarding sequence and tracks every step.
Problem it solves
Onboarding inconsistency. Some clients get the white-glove flow, others get forgotten until they complain.
Trigger
event
CRM 'Closed Won' webhook fires this
Time to ship
1 week
Data sources
3
CRM 'Closed Won' event
Inputs
- 1.CRM 'Closed Won' event
- 2.Onboarding SOP (vault)
- 3.Slack channels + email templates (vault)
Outputs
- 1.Slack channel created (Slack Connect with client)
- 2.Welcome email sent
- 3.Linear project + standard issue templates
- 4.Calendar invite for kick-off
Scoring checklist
Every agent output is checked against these BEFORE a human reviews it. The agent self-loops on misses.
- Slack Connect channel created within 1 hour
- Welcome email sent within 4 hours
- Kick-off scheduled within 7 days
- All standard issues created in Linear
Build this against your own data
The wizard's Step 7 walks through every command — schema probe, bootstrap SQL, Edge Function template, deploy, smoke test.
Open Step 7 — Ship First Agent