video1.0<iframe src="https://www.loom.com/embed/f5a9de4c06584f0aaecec2eab23ad4d8" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/f5a9de4c06584f0aaecec2eab23ad4d8-b370a4316e3f791b.gif348.835This Loom explains the automated onboarding workflow that begins when a client pays on WAP. It demonstrates using modal.com to create a new client, checks for duplicates, then triggers Slack and school community onboarding such as adding teams and bots, sending Slack invitations with a 14 day expiration, copying Drive folders, and sending onboarding email and welcome messages. It also covers the onboarding call booking and the onboarding form at onboarding.leliftagency.co, plus where paid client details and setup completion statuses appear in the LeadLift Agency OS. The process tracks items like contract signing, ad account setup, and taking the onboarding call as the onboarding progresses.