The Onboarding Bottleneck
For marketing agencies, onboarding a new client is often the most stressful part of the relationship. You need their logos, their Facebook Ad account access, their brand guidelines, and their signed contract. If you do this manually, it takes weeks.
The 48-Hour Automated Workflow
Using Studio Escrow, you can compress this entire process into a seamless, automated flow.
Step 1: The Trigger
The workflow begins the moment the client pays their initial invoice via your Studio Escrow checkout link.
Step 2: The Contract
An automated email immediately sends them a pre-filled contract (using Studio Escrow's document signing feature). They sign it digitally.
Step 3: The Intake Form
Once the contract is signed, the system automatically emails them a link to your Onboarding Form. This form asks for all their brand assets, target audience details, and logins. They can upload files directly into the form.
Step 4: The Welcome Sequence
Over the next 48 hours, they receive two automated "Welcome" emails explaining what to expect, introducing your team, and setting boundaries for communication.
Step 5: Internal Task Creation
When the intake form is submitted, Studio Escrow creates a task for your team: "Kickoff Call Prep - [Client Name]" and assigns it to your account manager.
The Client Experience
To the client, your agency looks incredibly organized, professional, and fast. To you, the process required zero manual effort until it was time to actually do the creative work.