Taskade Genesis connects the last step of your sales process to the first step of delivery — the moment a proposal is signed, agents launch a full onboarding sequence: welcome message, kickoff meeting invite, document request, and project setup, all on autopilot. ## What Is Proposal Onboarding Handoff Automation? It's a post-signature workflow that converts a closed proposal into an active project in one automated motion. The system creates a client folder, populates it with onboarding tasks, schedules the kickoff call, and sends the client a welcome package — all triggered by a single status change. ## Why Use Proposal Onboarding Handoff Automation? A slow handoff from sale to delivery kills client confidence before the project starts. - Instant activation: Proposal status → Signed → onboarding sequence launches in seconds. - Client portal (Business+): Clients log into a custom-domain workspace to complete onboarding steps without email chains. - Kickoff scheduling: The meeting invite goes out automatically via your connected calendar integration. - Document requests: Agents send structured intake requests for assets, credentials, and brand guidelines. - 7 project views: The client's project opens immediately in the view best suited to the work type. ## Who Should Use Proposal Onboarding Handoff Automation? - Web and app development agencies converting signed proposals into Sprint 1 setup. - Marketing consultancies launching campaign onboarding the day the contract is signed. - Coaching businesses delivering a welcome sequence and intake form the moment payment clears. - IT service providers provisioning access and scheduling a discovery call automatically. - Event agencies kicking off planning immediately after the proposal is accepted. ## How To Use Proposal Onboarding Handoff Automation? 1. Clone the template from /automate and connect your calendar and email integrations. 2. Set the trigger: proposal status → Signed → launch onboarding sequence. 3. Customize the welcome message, document request list, and kickoff meeting template. 4. Enable GenesisAuth so your client accesses their onboarding portal via