01 / Yes becomes a welcome
A welcome email ready the moment they say yes
Mark a lead as won and Client Flows drafts a welcome message using what you already know about them — what they asked for, what you promised, and what happens next.
Client onboarding automation
Client onboarding automation that still sounds like you
From "yes" to a smooth first week: Client Flows drafts the welcome, the proposal and the check-ins, and sends them from your inbox once you approve.
10 AI drafts a month on the free plan. No credit card.
How onboarding runs
The same great start for every new client
02 / Proposal to paperwork
Proposals written from the conversation
Turn your notes into a clear proposal with scope and next steps, then share it with a link. No copying details between five tools.
03 / First-week check-ins
Check-ins that happen on time
Early check-ins land on your daily list so new clients hear from you before they wonder whether they chose right.
04 / You approve everything
Automated, never unsupervised
Every draft waits in your Approvals inbox. Edit, send now, schedule, or skip. Approved emails go out from your own Gmail or Outlook.
Where manual onboarding breaks down
Slow welcomes
A new client waits days for next steps while you finish other work.
Scattered details
What they asked for lives in DMs, emails and your memory. Here it stays with the client.
Forgotten check-ins
The first-week check-in slips. A dated reminder keeps it from happening.
Common questions
- What is client onboarding automation?
- It means the repeatable parts of welcoming a new client — the welcome email, the proposal, the first check-ins — are prepared and scheduled for you instead of written from scratch each time.
- Will it email clients without me?
- No. Client Flows never sends on its own. Every message waits for your approval first.
- Who is it for?
- Freelancers, agencies, consultants and local service businesses who onboard clients by hand and want it to feel consistent without hiring help.
- Is there a free plan?
- Yes. The free plan includes 10 AI drafts a month plus lead tracking and the daily follow-up list. No credit card.