Scriptera
Affinity and Keap automations — Client Onboarding
Ready-made scenarios where Affinity and Keap work for you (client onboarding): pick one — a copy appears in your account and runs on its own.
8 scenarios
- New client onboarding — folder, email and team, automatically
- A personal welcome for every new client
- Personalised welcome emails right after payment
- Welcome emails for new clients — automatically
- Client onboarding from a single form: folder, contact, channel, tasks
- Onboard a new client in one move
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Onboarding new clients: email, meeting and owner
