Won Deal Onboarding
From "yes" to a smooth start, without the admin
By LUCY·Any business that wins work from enquiries
The moment a deal is won, the client gets a warm welcome, your team gets an onboarding task, and you get a check-in a week later so nobody drifts in the first fortnight.
What you get
- A welcome email the moment a deal is won
- An onboarding task for your team, and a heads-up in the app
- A one-week check-in so new clients feel looked after
about 8 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
kick-off
When a deal is won
Email: "Welcome aboard"
Create a task: "Onboard [name]"
Notify your team: "Deal won: [name]. An onboarding task has been created."
Wait 7 days
Email: "How is everything going?"
Before you switch it on
- Add the first steps you want new clients to take to the welcome email
- Pick who should own the onboarding task
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.