Welcome every new client the same way, every time, without lifting a finger. You get a fixed price, a UK team and a clear handover.
- From £169 ex VAT
- Billing: one-off
- Done by the GBD UK team
- Part of GBD CRM
What Client Onboarding Email and Form Sequence does for your business
Welcome every new client the same way, every time, without lifting a finger.
What is included:
- Welcome email and 3 follow-ups
- Onboarding form to collect what you need
- Tasks or tags created in your CRM
- Reminder emails for missing information
- Tested end to end
How Client Onboarding Email and Form Sequence works with GBD
- Choose itAdd Client Onboarding Email and Form Sequence to your package in the GBD builder, or pick Basic, Standard or Pro for the whole CRM area.
- Pay to startThen, pay in full if your order is under £500. Packages and orders of £500 or more pay a 60% deposit to start. You see exactly what you pay today before you pay.
- We deliver itNext, the GBD UK team does the work and keeps you informed, so you always know what is going on.
- Hand-over and balanceFinally, you get a handover in plain English. Then, if you paid a deposit, the 40% balance falls due when we finish, or after a month if that comes first. You can also spread it over several months.
Client Onboarding Email and Form Sequence: what you get and what it costs
| Price | £169 ex VAT |
|---|---|
| Billing | One-off |
| Delivered by | GBD, UK |
| Area | CRM |
Client Onboarding Email and Form Sequence: common questions
What is included?
Welcome email and 3 follow-ups. Onboarding form to collect what you need. Tasks or tags created in your CRM. Reminder emails for missing information. Tested end to end.
How much does it cost?
Client Onboarding Email and Form Sequence costs £169 ex VAT, billed one-off. Orders under £500 are paid in full today. Packages and orders of £500 or more pay a 60% deposit to start, with the balance due when we finish. You can also spread it over several months.
Do I keep control of my accounts?
Yes. Your accounts, domains and content stay in your name. We never take ownership.
Can I add it to a package?
Yes. Use the GBD package builder to add it alongside anything else, and you will see one clear price before you pay.
Ready to add Client Onboarding Email and Form Sequence?
Add it to your package in a minute. You see what you pay today and your total before you pay, and the GBD team does the rest.
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