Scriptera12 scenarios


4New client onboarding — folder, email and team, automatically

2Personalized welcome emails for every form submission

4Personalised welcome emails right after payment

2A personal welcome for every new client

2Welcome emails for new clients — automatically

4A form lead: analysed in a sheet, answered by email, flagged in your chat

5Onboard a new client in one move

3Client onboarding from an intake form — checklist, consultant and kickoff

6Client onboarding from a questionnaire: project, tasks, channel, email, CRM

2Welcome new clients and assign managers — right after the deal closes

6Client onboarding from a single form: project, tasks, contract, channel

5Agency client onboarding — folders, brief, and welcome email from one form