Signed clients wait while folders, forms, kickoff tasks, and internal notes are created manually.
LPJ service
Client onboarding automation for marketing agencies
Client onboarding automation gives each new account a reliable starting path without asking account managers to rebuild the same checklist every time.
The business problem
Where the first client handoff gets messy.
Project managers spend time chasing assets, access, approvals, and intake details.
Every onboarding feels slightly different because the process depends on memory.
What LPJ automates
The setup steps every new client needs.
Client intake forms, folder creation, document requests, and kickoff task lists.
Internal notifications when contracts are signed or deposits are received.
Client reminders for missing assets, access, approvals, and launch inputs.
Status updates across project management, CRM, and team communication tools.
What stays human
The relationship still starts with people.
Kickoff conversation quality, expectation setting, and account strategy.
Scope interpretation when the client request is unusual.
Relationship decisions around urgency, tone, and stakeholder management.
Example workflow
From closed deal to kickoff-ready.
- 1
A deal is marked closed or a payment is confirmed.
- 2
LPJ creates the client workspace, onboarding checklist, folders, and intake requests.
- 3
The account owner receives a kickoff-ready summary.
- 4
Missing client inputs trigger clear reminders until the handoff is complete.
Systems involved
Connected around client setup.
HubSpot ClickUp Asana Google Drive DocuSign Slack Typeform Jotform
What changes for account teams.
- Faster kickoff readiness.
- Less administrative setup for account teams.
- A clearer client experience from contract to first delivery milestone.
How LPJ approaches it
Start with the handoff after the sale.
Inventory every task between closed won and kickoff.
Separate repeatable setup from strategic account judgment.
Connect contract, payment, folder, form, and project systems.
Test edge cases before handing the process back to the team.
Next step
Bring LPJ the handoff between sale and kickoff.
LPJ will map what happens between signed agreement and kickoff, then separate repeatable setup from account strategy.
Related services
Lead management LPJ Systems automates lead follow-up, routing, reminders, and CRM updates for marketing agencies without replacing the sales judgment your team still needs. CRM and pipeline LPJ Systems builds CRM automation for marketing agencies, including pipeline hygiene, task creation, follow-up rules, and cross-tool updates. Reporting LPJ Systems automates reporting preparation for marketing agencies by connecting source data, cleanup steps, recurring summaries, and review workflows.