What's included

• Client Onboarding Workflow Setup

  Build and document a structured onboarding process—including intake forms, welcome emails, CRM tagging, and internal task assignment—to create a polished first impression.

• Email Sequences & Follow-Ups

  Write or organize automated or manual follow-up emails for key moments in your client journey (after calls, delivery of services, check-ins, etc.).

• CRM Segmentation & Tagging

  Organize your client database with clear segmentation, custom fields, and tags to personalize communication and track relationship status.

• Ongoing Client Communication Support

  Handle or prep email replies, appointment reminders, status updates, and more, so clients feel seen and supported.

• Internal Client Status Dashboards

  Set up clear internal dashboards or checklists showing where each client is in their journey, what’s been done, and what’s coming next.