S02 | Client Onboarding

Business Goal

Help a business welcome new clients, collect the information needed to begin work, and reduce

manual reminders.

What I built

  • Client Onboarding Form

  • Welcome Email

  • Onboarding form request

  • Reminder workflow

  • Completion Workflow

  • Status traking

  • Internal Notificaiton

Key Decision

The workflow checks whether onboarding is already complete ebfore sending another reminder.

My Socials