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OnboardFlow

Client onboarding on rails: welcome, forms, reminders, zero chasing

The deal closes... then three days of silence while onboarding emails get written from scratch. OnboardFlow triggers the moment a client signs: logs them to your tracker, sends a personalized welcome with next steps and your intake form, nudges automatically at 48 hours if needed, and tells you it is all handled. First impressions, systematized.

What's included

  • Instant personalized welcome email (3 clear next steps)
  • Intake form link + automatic 48h reminder
  • Onboarding tracker sheet updated on every trigger
  • Owner notification when each onboarding starts
  • Trigger from any source: form, CRM webhook, Lovable site
  • Fully editable email copy in two nodes

Refund & support

7-day refund if the codebase fails to install per the included guide. License key + up to 3 downloads within 72 hours after purchase. Support via info@digitalsilkroute.com.

Secure delivery
License key + signed link
3 downloads included
72-hour window
48h support
Weekdays, from our team
Refund policy
Read the terms

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