--- title: "Onboarding: New Client Onboarding Sequence Playbook" description: New Client Onboarding Sequence Playbook provides an automated workflow to onboard new clients through tailored email communication and structured touchpoints, helping you create a consistent and professional first impression. --- [Skip to content](https://help.countingworkspro.com/onboarding-new-client-onboarding-sequence-playbook#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/?hsLang=en) 2. [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en) 3. [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process) # Onboarding: New Client Onboarding Sequence Playbook ## This playbook provides an automated workflow to onboard new clients through tailored email communication and structured touchpoints, helping you create a consistent and professional first impression.   #### **What This Playbook Does** Within this playbook, you’re able to add checklists, helpful resources, and key information to guide your clients through the onboarding process. This can include: - Important documents - Next steps - Introductory information about your services Really, anything you want to share to properly introduce your firm and set expectations. --- #### **How to Access the Playbook** To get started: 1. Log into your account 2. Navigate to Playbooks on the left-hand side 3. Select New Client Onboarding Sequence --- #### **Editing the Sequence** Once inside, you’ll see that we’ve already provided a pre-built onboarding sequence, so you can activate it immediately. However, you can fully customize it by: - Editing existing emails - Adjusting wait times between steps - Modifying or removing steps You can also click “Add Step” to expand your workflow. --- #### **Available Actions** When adding a new step, you can choose from actions such as: - Wait - Send an email - Send a text message - Create a task - Share or write a blog post You can also: - Create intake forms - Send engagement letters Everything you need to fully automate your onboarding process is available here. --- #### **Trigger Settings** To ensure this runs automatically, head to the Settings section. By default, the trigger is set to: When a new client is added to your Client Hub. This means the moment a new client is created, the onboarding sequence begins automatically. You can also: - Apply this to inactive users - Or switch to a tag-based trigger if you want more control --- #### **Using Tags (Optional)** If you prefer using tags: 1. Disable the default trigger 2. Select tag-based trigger 3. Assign a tag to this playbook Then, in your Client Hub: - Open any client - Add or manage tags on the left-hand side Once the tag is applied, the playbook will trigger. --- #### **Sequence Settings** You also have control over how the sequence runs: - Set your time zone - Define sending time restrictions - Choose whether messages send on: - Weekdays only - Saturdays - Or full weekends You can also enable duplicate prevention, ensuring clients are only enrolled in one playbook at a time. --- #### **Tracking and Analytics** Within the playbook, you can track performance, including: - How many clients entered the sequence - Step open rates - Overall completion of the onboarding process This gives you full visibility into how effective your onboarding is. --- #### **Final Step: Activate** Once everything is set up: Simply switch the playbook status to Active, and you’re ready to go. --- #### **Closing** With this playbook in place, your onboarding process becomes fully automated, ensuring every client receives a consistent, organized, and professional experience from day one. - 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