20d • 💎✨👑Gems
Onboarding workflow
Saw a post about onboarding being a headache. Last night was sketching a workflow that filters tire-kickers.
After onboarding, clients must: • complete 1 form
• upload 1 asset
• confirm 1 approval
If they don’t?
Everything pauses automatically.
No chasing. No awkward follow-ups.
The best clients complete it instantly. The worst reveal themselves fast.
I am Sharing the PDF coz I wanna hear your feedback before building in ghl
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Onboarding workflow
skool.com/soniccombinator
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