Client Onboarding
Automation

Three teams. Three systems. The same data entered three times.

Every time a deal closed, client information had to move from Sales to Delivery and Finance manually. The CRM had the client data, but ClickUp, QuickBooks, Slack, and the operations tracker all required separate updates. This created repetitive data entry, slow handoffs, and inconsistent visibility.

• Client onboarding data was re-entered manually across CRM, ClickUp, QuickBooks, Slack, and Google Sheets after every won deal.
• Finance chasing Delivery for project codes; Delivery waiting on Sales for client details — every time
• No single view of where a new client stood — visibility required checking multiple systems
• Errors and delays in handoffs meant new clients experienced friction from day one

One trigger. Five systems. Everything flows automatically.

BChanel built a client onboarding automation workflow that starts when a deal is marked won in HubSpot or GHL. From that single trigger, the system creates the ClickUp project, prepares the QuickBooks invoice, updates the Google Sheets operations dashboard, and posts the delivery handoff in Slack.

• Deal close trigger in HubSpot / GHL — marking a deal "Won" fires the entire downstream workflow instantly
• ClickUp project created automatically — pre-populated with client name, scope, assigned team and due dates from the contract
• QuickBooks draft invoice created instantly — correct client, line items and payment terms pulled directly from the deal; Finance reviews and sends
• Google Sheets ops dashboard updated automatically — new client row with deal value, project status and team; leadership has real-time pipeline visibility
• Slack handoff posted to delivery channel — client summary, project link, invoice reference and kickoff checklist; no back-and-forth to gather details

From deal close to project kickoff in minutes, not days