All Moderate Workflows
Moderate Workflows
Client Onboarding Automation
The moment a deal is signed, the welcome email, intake forms, contract, and project folder all set themselves up at once.
The problem
Onboarding is a checklist you keep half-finishing.
Every new client needs the same sequence of steps, but doing it by hand means things get missed — and a clumsy start undercuts the trust you just earned.
How it works
Set it up once — then it runs itself.
Deal signed
Onboarding runs
Forms + folder set up
Welcome sent
What you get
What you walk away with.
- A flawless first impression every time
- Nothing forgotten in the handoff
- New clients live in minutes, not days
- A repeatable process that scales with you
Plays well with
Works with the tools you already use.
DocuSign
Google Drive
Notion
Gmail