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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