Turn Proposal-to-Onboarding Into One Workflow

An automation that takes a firm from accepted proposal to client onboarding: automatically notifying the team, sending the onboarding checklist, and requesting documents.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=3Y1mafGUZnA

The impact of this skill

• New clients get their checklist and document requests the moment a proposal is accepted.
• The team is notified and staffed automatically, so onboarding never sits in an inbox.
• Every client starts with the same structured onboarding, whoever closed the deal.

Customer story

See how Monily broke its capacity ceiling with OCTA Flow: https://weareocta.com/resource/customer-stories/monily

Try it yourself

This skill is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.