This is the “Agency New
William Campbell
This is the “Agency New Client Onboarding” workflow built entirely by GHL’s Workflow AI from a plain-text description I wrote. It fires the moment a client signs — sending a welcome SMS, onboarding email with intake form, creating a review task for the account manager, and notifying the owner. Zero manual setup on delivery day. The same workflow deploys to any agency client in minutes.
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Posted May 30, 2026
This is the “Agency New Client Onboarding” workflow built entirely by GHL’s Workflow AI from a plain-text description I wrote. It fires the moment a client s...
