Automatically onboard new clients with a welcome email and CRM entry

flowchart TD trig>"client submits intake form"]:::trig s0[("create client record")]:::store s1["send welcome email"]:::svc s2["mark client confirmed"]:::task trig --> s0 s0 --> s1 hg(("client confirms signup")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 gx{"+ sync client across systems"}:::gate s1 --> gx p00["mirror lead to crm"]:::task gx -->|"crm sync"| p00 p10["place calendar hold"]:::task gx -->|"schedule kickoff call"| p10 jn{"+ records synced"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"new client onboarded across systems"/]:::out pay{{"consistent first experience for every client"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff