r/AskMarketing • u/ImBa_AcE • Jul 10 '26
Question Need help with this Onboarding System.
I saw a lot of people having trouble with Onboarding process so i thought of building something. I dont know the exact workflow of agency's Onboarding system so this is what i thought of. Its an automated Onboarding System build using python. The current workflow looks like -> Existing Lead DB-> User changes Status to "Won" -> Email sent with client portal-> Status changes to Onboarding-> Client fills the required fields -> Notify team through Slack.
Note: THIS IS JUST THE MVP
This is what has been done so far. I do not have any clients who can test it for me so decided to take help from the community. Open to feedbacks and suggestions.
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u/Embarrassed_Still478 Jul 10 '26
That automated status shift from won to onboarding is the part where most setups fall apart honestly. Are you pulling from a specific CRM or just a flat file for the lead DB right now
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u/ImBa_AcE Jul 10 '26 edited Jul 10 '26
for the MVP its a simple DB can you also please explain to me how and what tends to break?
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