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Agency Client Onboarding

The first two weeks decide the retainer — run them the same way every time.

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Live preview — pan and zoom. Cloning gives you this exact map, editable.

What's inside

  • ✓ Closed-won pipeline trigger — no one has to remember to start it
  • ✓ Welcome email that states the three things you need on day one
  • ✓ Intake-form branch with an SMS chase, because that is what stalls
  • ✓ Kickoff booking plus a week-one recap that starts the reporting habit

How cloning works

  1. Create a free account (no credit card).
  2. The template lands on your canvas as a real map — every step, wait and branch already wired.
  3. Swap in your copy and senders, then flip the flow live. The map IS the automation.
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