Playbooks / Accounting / Client Intake
New Client Onboarding
Welcomes sequence for new clients: engagement scope recap, what we need from them, portal access instructions, key dates. Plain language, zero jargon.
How to run it
Open Accounting > Client Intake > New Client Onboarding in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the New Client Onboarding workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Welcome sequence for new clients: engagement scope recap, what we need from them, portal access instructions, key dates. Plain language, zero jargon. Approval before send.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the New Client Onboarding workflow on something of yours.