How we automated new-client setup for Quazrr Media so nothing slips when the team is busy.
Every time Quazrr Media closed a new client, someone had to manually set up their Slack, Drive folder, welcome email, and project. A couple of hours of work per client — and the first thing to slip when everyone's busy.
Fires the second a deal is marked closed-won in the CRM, then checks it's actually a won deal before anything runs.
Checks whether the client was already onboarded. CRMs sometimes fire twice — this ensures nobody ever gets two welcome emails or a duplicate channel.
An AI step reads the deal and confirms everything's there and clean — name, email, package, start date. If something's off, it doesn't guess.
When data is missing, it flags the account manager, messages the ops channel, and leaves a note on the deal so a person can fix it. Only clean deals move forward.
For a clean deal it runs the whole onboarding in order — welcome email, Slack channel, Drive folder, ClickUp space, and a confirmation to the team.
Marks the client as onboarded so the workflow can never run twice for the same deal.
We'll map what this looks like for your setup in a free 20-minute audit — no pitch, just where the hours are hiding.
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