SnapshotsAI AgentsServicesPricingAbout
Back to Snapshots
Automation

Client Onboarding System

First impressions matter. This snapshot creates a seamless onboarding experience with welcome emails, intake forms, task assignments, and milestone tracking to ensure every new client feels valued.

Key Features

  • Welcome sequences
  • Intake form automation
  • Task management
  • Milestone tracking
  • Team notifications

What's Included

  • Onboarding workflows
  • Welcome emails
  • Intake forms
  • Task templates
  • Checklist system

How It Works

  1. 1

    Purchase & Get Link

    Complete your purchase and receive the snapshot import link instantly via email.

  2. 2

    Import to GHL

    Go to Settings → Company → Snapshots in your GHL account and import using the link.

  3. 3

    Customize & Deploy

    Follow our setup guide to customize branding, connect integrations, and go live.

Price
$297
One-time purchase • Lifetime access
Secure checkout
Instant delivery
Setup documentation included
Works with GHL Agency & SaaS

Need Implementation Help?

Our team can set up and customize this snapshot for you with our Done-For-You service.

Related Snapshots

Lead Follow-Up Automation

Automatically follow up with new leads via SMS, email, and voicemail drops.

$197

5-Star Review Request System

Automate review collection from happy customers across Google, Facebook, and more.

$147

Appointment Reminder System

Reduce no-shows by 80% with smart appointment reminders and confirmations.

$127