video1.0<iframe src="https://www.loom.com/embed/1983f754ded84cf398eb1169ff7a6159" frameborder="0" width="1900" height="1425" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14251900Loomhttps://www.loom.com14251900https://cdn.loom.com/sessions/thumbnails/1983f754ded84cf398eb1169ff7a6159-253b5d1558b2ed66.gif465.269This Loom demonstrates automating agency onboarding so that a client’s signature triggers a fully prepared kickoff process. The author signs a contract and, about ten seconds later, the client receives a welcome email naming the exact services, referencing a start date next week, and linking to a five minute intake form plus a kickoff call booking link. On the agency side, the system automatically creates Slack channels, folder structures, drive items, and ClickUp project entries, and then generates a detailed brief by pulling goals from intake and compiling risks and unknowns into kickoff questions. After the kickoff call is booked, reminders and documents such as internal playbook talking points, watchouts, and priority questions appear within minutes, with the overall workflow taking about 7 to 10 hours per client and running on tools the agency already uses like HubSpot and Slack.