Checkout & Payments

When a payment is successfully processed, this automation fires immediately — tagging the new client, creating or updating their contact record, sending a payment confirmation, and launching the onboarding sequence. It then runs a structured series of emails spaced at consistent intervals across multiple days, each with a wait step in between, ensuring the new client is progressively walked through what happens next. The canvas also contains detailed outbound call scripts — including onboarding call answers, referral source tracking, package type, and personalised follow-up language — visible directly in the workflow for team reference.

The moment after payment is the highest-stakes moment in the client relationship — it sets the tone for everything that follows. This automation ensures every new client receives an immediate, professional confirmation and a clear, structured onboarding communication sequence without anyone on the team needing to manually trigger it. The embedded call scripts mean the team has everything they need for the onboarding call directly in the system — no searching through documents or guessing what to say.

This is the bridge between sales and operations — the automation that officially converts a prospect into a client and hands them off into the delivery system. For any business taking recurring payments, this automation is foundational. It eliminates the post-payment silence that erodes new client confidence, and it ensures the onboarding experience starts strong from the very first moment.