Automate New Client Onboarding

What this does

When you add a new client to Lifted Work, this playbook reads their profile and browses their website to understand their business, positioning, and brand. It creates onboarding milestones, builds out the first round of tasks with real prep notes, and writes a research summary your team can reference during the kickoff call.

Best for

Agencies that onboard multiple clients per month and want a consistent starting point every time.

How the chain works

Template 1: Client Onboarding. Reads the client profile and browses their website. Creates a “Client Research Summary” deliverable with findings and opportunities. Creates milestones (kickoff call, first deliverable review, 30-day check-in). Creates initial tasks: kickoff call prep with talking points, a client-facing asset request, and an audit/recommendations task. When done, books Template 2.

Template 2: Review Onboarding. Review the research summary, check the milestones and tasks, adjust dates and assignments, and use it to prepare for the kickoff call.

Requirements

• Fill in the client description before running. Even a sentence about their goals and your services helps.
• Enter the website URL during client creation. The brand extractor runs automatically, so the client profile will already have colors, fonts, and logos.
• Create a “Brand Asset Request” template first if you want a client-facing task. Go to Settings > Templates, create a template with visibility set to Client Only, and add instructions for the client to upload logos, fonts, and brand assets. Reference it by @mention in the onboarding prompt.
• Replace @AccountManager in the prompt with an @mention of the team member managing the client.

How to use it

1. Create the client and fill in their description and website URL.
2. Create a task from “Client Onboarding” for the new client.
3. On its due date, it autocompletes: researches the client, creates milestones and tasks, writes the research summary, and books the review task. To run it earlier, mark it complete yourself or click Run Prompt.
4. The review task lands in your queue. Check the research summary, adjust milestone dates and task assignments, then use it to prepare for the kickoff call.

Customize for your services

• SEO agencies. Reference templates like @Technical SEO Audit and @Keyword Research instead of a generic audit. Once onboarding is done, run the SEO Keyword Strategy playbook to build on the research summary, or the SEO Audit playbook to get a technical baseline.
• Email marketing. Add the Email Campaign Sequence playbook after onboarding to build a welcome series for the client’s subscribers.
• Add an SEO baseline. If the client already has GSC connected, add gsc_search_analytics to the tools and a line: “Pull a Search Console summary to include in the research as a performance baseline.”

Tips

• Review the research summary before the kickoff call. It gives your team talking points and shows the client you’ve done your homework.
• The kickoff prep task gets real content. The AI writes actual prep notes (talking points, questions, priorities) based on the website research.
• Make it recurring for your process. If you onboard clients in batches, keep this template group ready. Each new client gets a task from Template 1 and the chain runs from there.