🚀 Automation System

Client Intake & Onboarding — Done Automatically

Stop spending hours on paperwork, follow-up emails, and manual data entry. Our onboarding automation handles it all from first contact to first invoice.

See How It Works Call Us: 631-496-1952
3 hrs
Saved per client
90%
Faster onboarding
Zero
Data entry errors
24/7
Intake runs itself
The Problem
Manual onboarding is costing you time and clients
Every new client means a flood of emails, forms, calendar tags, and handoffs — all done by hand, all prone to mistakes.

❌ Without Automation

  • Manually email intake forms to each new client
  • Chase down missing info and signatures
  • Copy data from forms into your CRM by hand
  • Manually assign tasks to your team
  • Forget to send the welcome email half the time
  • Client waits 2–3 days before anything happens

✅ With LeapFrog Automation

  • Intake form triggers the entire workflow instantly
  • Data flows directly into your CRM — no re-entry
  • Welcome email and next steps sent automatically
  • Team tasks created and assigned in seconds
  • Agreement sent for e-signature without delay
  • Client is fully onboarded before you finish your coffee
How It Works
5 steps. Fully automated. Zero babysitting.
Here's exactly what happens the moment a new client submits your intake form.
1

Client Submits Form

Your branded intake form captures name, project details, and contact info.

2

CRM Record Created

A new contact + deal is created in your CRM automatically with all intake data.

3

Welcome Email Sent

Personalized welcome email goes out instantly with next steps and your contact info.

4

Agreement Delivered

Service agreement is generated and sent for e-signature — no chasing required.

5

Team Notified

Your team gets a task list, Slack notification, and calendar invite for kickoff.

What's Included
Everything your onboarding needs
📋

Custom Intake Forms

Branded forms that match your business — as simple or detailed as you need.

🔗

CRM Integration

Works with your existing CRM or we can set one up. No data silos.

✉️

Automated Email Sequences

Welcome, follow-up, onboarding milestone emails — all on autopilot.

✍️

E-Signature Delivery

Send contracts and agreements automatically. Get notified when signed.

📅

Calendar Scheduling

Kickoff calls auto-scheduled based on your availability — no back and forth.

🔔

Team Alerts

Slack, email, or text — your team knows the moment a new client is ready.

Get Started
Ready to automate your onboarding?
Tell us about your business and we'll show you exactly how this system would work for you — for free.

Request a Free Demo

We'll walk you through a live setup tailored to your workflow.

✅

We'll be in touch within 1 business day!

One of our automation specialists will reach out to schedule your personalized demo.

Questions? Call us at (631) 496-1952 or email sales@leapfrogcomputers.com