Client Onboarding Automation

Building automated workflows that guide new clients from signup through activation with minimal manual effort.

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Why It Matters

AI-powered onboarding reduces drop-off and scales personalized first impressions, making specialists who can design these flows essential.

How to Get Started

Learn a workflow automation platform like HubSpot, Intercom, or Customer.io and build an onboarding sequence for a real or sample product.

Build your Client Onboarding Automation skills

Get a personalized 4-week action plan, AI prompts, and skills tracking in the app.

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