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Sales Funnel - Client onboarding workflow

  • 31-07-2019 10:37am
    Registered Users Posts: 6 Fran_AZNEU

    I am looking for a software or app that can create the following automation for client on boarding workflow on our webpage.

    These are the basic core steps we need

    1 - Client fills in a form online (google sheet or similar format that can transfer data to google sheets)
    2 - Submit completed sheet back to us
    3 - We create a client private folder in gsuit/google drive to store the (google sheet) form and future docs
    4 - We create a report based on the form data and return to the customer folder as a pdf
    5 - Inform the customer the study is completed and send contract for next stage. They docusign to pass to next stage
    6 - Meanwhile, follow up email reminders to sign contract.
    7 - Customer signs the contract with docusign
    8 - At/after signature, customer is sent a payment link(stripe)
    9 - After payment inform all parties that the engagement begun

    Thanks for advice