Muzazco

Agency Client Onboarding Workflow

Automate welcome emails, asset collection, and project kickoff for new retainer clients.

  1. Capture lead
    Form submission triggers CRM record.
    HubSpot Zapier
  2. Send welcome pack
    Email onboarding checklist and brand questionnaire.
    Mailchimp ChatGPT
  3. Create project workspace
    Set up Notion wiki and shared folders.
    Notion AI
  4. Schedule kickoff
    Book discovery call and send agenda.
    HubSpot
  5. Notify team
    Alert account manager in Slack.
    Zapier Make