Scriptera
Compass and Keap automations — Client Onboarding
Ready-made scenarios where Compass and Keap work for you (client onboarding): pick one — a copy appears in your account and runs on its own.
7 scenarios
- New client onboarding — folder, email and team, automatically
- A form lead: analysed in a sheet, answered by email, flagged in your chat
- Client onboarding from a single form: folder, contact, channel, tasks
- Client onboarding from an intake form — checklist, consultant and kickoff
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Client onboarding after a won deal
- Kick off a client project the moment they pay
