Automate Proposal to Client Onboarding

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

Who this skill is for

For accounting firm owners, practice managers, and client success leads who lose days between a signed proposal and actual onboarding. If new clients wait while the team gets notified, the checklist gets found, and document requests go out one email at a time, this automation removes every one of those gaps.

How it works

• A proposal is accepted, which triggers the workflow automatically.
• OCTA Flow notifies the assigned team and creates the engagement internally.
• The client receives the onboarding checklist and document requests immediately, with no manual sending.
• The firm tracks incoming documents against the checklist until onboarding is complete.

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.