This training covers a powerful workflow that handles onboarding calls, reminders, no-shows, cancellations, and follow-ups automatically. It keeps your pipeline organized, your team in the loop, and your clients engaged with timely messaging and task automation. By the end, your entire onboarding process runs smoothly and efficiently—on autopilot.
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "07 | Adv. Client Onboarding 🫶".
4. Understanding the Goal
This workflow is built to WOW clients from day one.
It handles:
✅ Call bookings & reminders
✅ No-show follow-ups & reschedules
✅ Cancellations & alternative offers
✅ Post-call nurture sequences
5. Review Your Automation Triggers
Every great system starts with smart triggers:
✅ Scheduled Calls → Sends confirmations & reminders
✅ No-Shows → Automates follow-ups & reschedules
✅ Cancellations → Offers alternative solutions
✅ Showed Up → Moves clients into nurture sequences
❗ Not Shown - Booking Reminder → Contact is automatically added from the Payments Received Automation
6. Setting the Foundation: Trigger Conditions
Each trigger is its own branch, keeping your system organized, predictable, and effective.
7. The "Book Onboarding Call" Branch
This branch ensures clients book their onboarding call.
💡 Pro Tip: Set your checkout pages to redirect to a confirmation page with an embedded calendar—eliminating friction and increasing bookings.
8. Reminder Sequence
The contact is added to this automation 5 minutes after checkout. Sending outbound messages with your calendar link.
9. Automated Follow-Up for Bookings
The system sends reminders for two days to ensure clients book their call.
10. Contract Signed?
We've Got It Covered. If your process requires a signed contract, this automation checks for completion. If not needed, you can remove this step.
11. Reviewing the "Scheduled" Branch Once a client books, this branch ensures they show up prepared and on time.
12. Contact Management: The Key to Seamless Onboarding
Here’s what happens behind the scenes:
✔️ Updates the pipeline stage
✔️ Adds a contact tag
✔️ Notifies your team
✔️ Notes their onboarding form answers for context
✔️ Creates a prep task for the call
13. Instant Confirmation for Booked Calls
Clients receive a personalized confirmation including date, time, and meeting details.
14. Strategic Reminder Sequence
Your automation sends reminders at:
🕐 1 day before
⏳ 1 hour before
⏰ 10 minutes before
15. Mid-Call Team Notification (15-Minute Check-In)
A real-time notification prompts your team to mark the call outcome:
1️⃣ Call Showed
2️⃣ Call No-Showed
A single click updates the appointment status automatically.
16. Status Updates & Team Notifications
Based on the outcome, the system updates:
🔄 Appointment status
📣 Team notifications
🔗 Leads into the next automation phase
17. Post-Call Branches: 3 Outcome-Based Paths
The triggers for these branches will start depending on what happened in the call.
18. If the Call Was Completed (They Showed Up)
✅ Pipeline stage updates
✅ Contact gets tagged
✅ Team gets notified
✅ A task is created for next steps
✅ The contact is moved into your nurture automation
19. If the Contact Cancelled or No-Showed
✅ Pipeline stage updates
✅ Contact gets tagged
✅ Team gets notified
20. Instant Rebooking Outreach
The system sends messages immediately to encourage a reschedule.
21. Automated Follow-Ups for 48 Hours
For the next two days, the automation keeps nudging them to rebook. If they don’t, a manual follow-up task is created.