Customer onboarding HighLevel

Workflow explanation

1. Trigger onboarding when you get a confirmed purchase (or when an opportunity moves to Closed-won).
2. Immediately tag the customer consistently (product, tier, cohort) so access and reporting are deterministic.
3. Send a short welcome email that sets expectations and points to one next action: complete the intake.
4. Grant access automatically (membership/login) and request any required onboarding details (form).
5. Branch logic:
   • If intake is submitted, schedule the kickoff call and deliver the first checklist.
   • If intake is missing, send timed reminders. If it is still missing, notify the team and create a task.
6. Track activation (first milestone). If it is not completed, trigger support nudges until it is done.
7. Close the loop with a recap and a simple testimonial/referral ask.