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Unlock Success I Transform Your Workflow with This Onboarding Hack!

Welcoming new clients or employees to your team can be a real headache. There’s so much to do: paperwork to file, accounts to set up, tasks to assign. It’s easy for things to slip through the cracks when you’re trying to juggle it all manually.

Luckily, there’s a better way. By using to create automated onboarding workflows, you can make sure every box gets checked for each new addition. The moment someone joins your ranks, automation will kick off to handle all those administrative tasks for you.

Let’s find out how to set up this automated process to transform your workflow.

Overview of the Boards

Before setting up the onboarding automations, we first need to understand the key boards being used:

the boards

The CRM Board

The CRM board keeps tabs on potential leads and current clients. It’s the hub for managing relationships from initial outreach to signed contracts. The status of each contact is visible at a glance.

The Task Board

This lists any onboarding tasks that need completing for each new person. It tracks tasks like setting up accounts, assigning equipment, providing training, and more.

The Billing Board

Each month, this board shows the billing clients according to active contracts. It pulls in billing details to automate the invoice generation.

By connecting these boards, you get a centralized view of your pipeline. Need to see where a new client is in the onboarding process? Check the task board. Want to verify their billing details? It’s on the billing board. Everything is there for easy monitoring.

How to Automate the Onboarding Process

When you set up the automations, they will automatically handle all the key onboarding steps. Let’s look at the specific automations you can create:

Moving to Current Clients

This automation switches a new contact from “Potential Clients” to “Current Clients” in the CRM board after signing the contract.

crm board automation

You can easily see active accounts versus leads in your pipeline. No more manually updating spreadsheets or missing when someone becomes a paying customer.

Creating Onboarding Tasks

On the task board, you can generate a predefined set of subtasks for each new person under one master “Onboarding” task.

set onboarding tasks

Some of the subtasks that could be triggered are:


      • Send welcome email

      • Create email address

      • Assign office space

      • Schedule new hire orientation

      • Add to company health insurance

    Whatever your typical onboarding checklist includes can be automated here. These tasks are created instantly upon contract signing.

    Adding to the Billing Board

    This automation populates the billing board with your new addition’s info like name, email, plan details, etc.

    billing automation

    They’ll appear on the monthly billing batch without you having to manually add them. Just duplicate the batch each month to send the invoices without any hassle.

    Setting up the Automations for Connecting Boards

    When setting up my billing board, I made sure to connect it to my CRM, so client details appears there automatically. That way, I don’t have to manually type out their company name, contract details, etc. every single month when it’s time to invoice.

    To really understand how this works, it’s helpful to look at the specific automations I set up on the task and billing boards.

    Over on my task board, I’ve set things up to auto-generate subtasks for onboarding new clients.

    I have a column for “Type,” and this is key for my automations. When a new task gets labeled as “Onboarding,” it triggers the creation of subtasks like “Send Welcome Email,” “Set Up Accounts,” “Schedule Orientation,” etc.

    Since the CRM and Billing boards are connected, the latter gets automatically populated with a list of clients to invoice based on active contracts in the CRM.

    One thing I love is that it pulls in their email, company name, and other details directly from the CRM when they sign on. That way, I don’t have to manually add all that info to the billing board each month. Instead, everything connects and syncs automatically.

    What Happens After Setting up the Automations?

    You must be curious about learning what the automations actually do to make your workflow easier and less time-consuming.

    For example, I’ll explain what happens when I onboard a new client. So, when a new client signs their contract online (I use an e-signature app called GetSign for this purpose), the automations I set earlier spring into action.

    The status of their contract in the CRM board changes to “Completed.”

    This acts as a trigger that sets off a sequence of automated steps:


        • The new client goes to the “Current Clients” group, so you can keep tabs on active accounts.

        • On the task board, a predefined set of onboarding tasks gets generated with their name, ready to be assigned and completed.

        • They also get added to the billing board, so their invoices can be prepared each month.

      With these automations in place, there is no chance to miss the onboarding tasks that once fell through the cracks, costing you time and causing headaches.

      If you want to start your journey, get in touch with us. We offer services to make implementation easier.

      You can watch the entire process in this video:

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