Client Onboarding Automation Template

Technology

Here's ClientFlow Onboarding OS — a fully interactive automation template built as a sellable digital product. Here's what's inside: 5 functional modules: Pipeline — Kanban-style client tracker with 5 stages. Click any client card to see their automation log and full profile. Checklist — 12-task master checklist across 4 phases (Day 0–7). Check tasks off and watch progress update live. Email sequences — 6 pre-written, trigger-based emails with copy buttons. Fully editable for any niche. Analytics — Performance dashboard with a live ROI calculator (adjust sliders to see monthly value freed up). Integrations — Maps to 9 real tools (Notion, Slack, DocuSign, Stripe, Zapier, etc.) with a visual trigger flow.