Check a new client or starter record against the required details in one pass.
Part of Onboarding paperwork
Tools
DocuSign, BambooHR, Notion
Outcomes
Incomplete files found in one pass • Fewer one-question-at-a-time emails
Documentation
Instruction-ready detail below
When a new client record appears, <in:spreadsheets>check the required fields</in:spreadsheets> and <email>email</email> one message listing everything still missing.
When a new client record appears, <in:spreadsheets>check the required fields</in:spreadsheets> and <email>email</email> one message listing everything still missing.Tools
DocuSign, BambooHR, Notion
Trigger
When a new client or starter record is created
Setup time
10 minutes
Ask for a review at the right moment, and turn happy customers into introductions.
Take a deposit at the point of booking, so the first week of work is already paid for.
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
Download
Download the app and begin with drafts and checklists before you write anything back.