CSM Automation Suite
Engine L

The Launcher

Automated Client Onboarding

Transform chaotic onboarding into a streamlined 14-day automated process. Welcome emails, asset collection, escalating reminders, and automatic provisioning.

See It In ActionView Pricing
14 days
Onboarding Timeline
Structured process
70%
Time Saved
5-6 hrs → 1-2 hrs
5
Required Assets
Auto-tracked
3
Reminder Levels
Friendly → Urgent → Final
PURPOSE

What This Engine Does

Transform chaotic, manual onboarding into a streamlined, automated process. The Launcher guides clients through each phase while automatically provisioning accounts and sending reminders.

Time Savings

Before
5-6 hours per client
After
1-2 hours
Savings
70%
PROCESS

How It Works

The Launcher operates through a multi-phase workflow designed for maximum automation and reliability.

1

Initialization (Day 0-1)

Welcome new client and set up tracking

  • Receives new client data via webhook
  • Generates unique client ID (XG-XXXXXX)
  • Creates records in Clients and Onboarding_Tracker
  • Creates Google Drive folder for client assets
  • Sends branded welcome email with timeline and checklist
  • Notifies team on #new-clients
2

Asset Collection (Day 1-3)

Gather required materials from client

  • Tracks 5 required assets: ICP document, target list, company info, calendar link, logo
  • Validates submissions automatically
  • Sends escalating reminders at 24hr (friendly), 48hr (urgent), 72hr (final)
3

Domain Provisioning (Day 3-5)

Set up sending infrastructure

  • Requests domain provisioning
  • Configures SPF, DKIM, DMARC records
  • Initiates domain warmup process
4

Integration & Launch (Day 5-14)

Configure integrations and go live

  • CRM integration configuration (Day 5-7)
  • Campaign design and copy creation (Day 7-10)
  • Client review cycle (Day 10-12)
  • Campaign activation (Day 12-14)
AUTOMATION

When It Runs

This engine works autonomously so you don't have to

Fully Automated

Runs in the background without manual intervention

  • Kicks off the automated onboarding journey the moment a client signs
  • Sends escalating reminders to keep onboarding on trackThroughout the day (multiple check-ins)
  • Validates client-submitted assets and advances the onboarding workflow
DATA FLOW

Inputs & Outputs

What goes in and what comes out

Inputs

  • 1
    Client Data
    Company info, contact details, plan type
  • 2
    Client Assets
    ICP, target list, logo, calendar link
  • 3
    Integration Credentials
    CRM and calendar access

Outputs

  • 1
    Welcome Email
    Branded onboarding start communication
  • 2
    Google Drive Folder
    Organized client asset storage
  • 3
    Onboarding Tracker
    Phase-by-phase progress record
  • 4
    Automated Reminders
    Escalating nudges for pending items
RESULTS

Business Impact

The measurable benefits this engine delivers

Time Saved

5-6 hours reduced to 1-2 hours per client

Consistency

Every client gets the same professional experience

Speed

Faster time-to-launch through automation

Visibility

Real-time progress tracking for all stakeholders

INTEGRATIONS

Connected Data Sources

The platforms and services this engine integrates with

Google Sheets (Clients & Onboarding Tracker)Google Drive (client folders)Email SMTP (welcome, reminders)
FAQ

Frequently Asked Questions

Common questions about The Launcher

ECOSYSTEM

Works With

Other engines that complement this one

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