Signature Onboarding/Offboarding Automation Setup
Turnaround: 3–5 business days
First impressions matter — and your onboarding process sets the tone for everything that follows.
With The Hope Dealer Signature Onboarding/Offboarding Automation, Leslie builds a seamless, faith-inspired workflow that helps you welcome clients with clarity, confidence, and peace. From automated welcome emails to invoice tracking and file delivery, every step feels intentional, professional, and personal.
What’s Included:
Strategy session & workflow mapping (60 minutes)
Custom automation design (Zapier, Wix, Notion, or Dubsado)
Welcome email sequence setup
Contract + invoice integration
Client intake & form setup
Thank-you and offboarding automations
Testing + personalized training video
Client portal dashboard in Notion
Copywriting & Email Setup
Turnaround: 3–5 business days
First impressions matter — and your onboarding process sets the tone for everything that follows.
With The Hope Dealer Signature Onboarding/Offboarding Automation, Leslie builds a seamless, faith-inspired workflow that helps you welcome clients with clarity, confidence, and peace. From automated welcome emails to invoice tracking and file delivery, every step feels intentional, professional, and personal.
What’s Included:
Strategy session & workflow mapping (60 minutes)
Custom automation design (Zapier, Wix, Notion, or Dubsado)
Welcome email sequence setup
Contract + invoice integration
Client intake & form setup
Thank-you and offboarding automations
Testing + personalized training video
Client portal dashboard in Notion
Copywriting & Email Setup