asset-collection-follower

Automating client onboarding asset collection is handled by drafting a checklist email triggered by new-client invoice issuance, then sending follow-up emails at 48h, 96h, and 7d intervals. This ensures necessary assets are collected in a timely manner without manual effort.

Yes, you can trigger asset checklist emails from a QuickBooks invoice. The automated process drafts the onboarding asset checklist email upon new-client invoice issuance, initiating the follow-up sequence automatically.

The best way to track onboarding progress is through automated internal logging. The process logs progress to a per-client tracking note, maintaining a clear record of the onboarding process and follow-up status.

Yes, you need Gmail and Google Drive. The automated asset collection requires Gmail, Google Drive, Slack, and QuickBooks connectors to draft emails, handle follow-up reminders, and log progress effectively.

The automated follow-up schedule works by sending timed email reminders. It sends follow-up emails at 48h, 96h, and 7d intervals after the initial checklist draft to ensure outstanding onboarding items are received.