Client Onboarding Checklist for Auto Detailers

Text Christine: "Send welcome email to [name] at [email]", she drafts and sends it via Gmail.

Christine can create and share a Google Form link customized for your practice.

Requires your personal touch, but Christine can draft the pricing summary doc.

Voice-note the details to Christine, she adds them to your Google Sheet.

Tell Christine to schedule, she checks your Google Calendar and sends an invite.

Handled automatically when Christine schedules the meeting.

Christine can set a reminder 24h before and send the client a heads-up.

Physical prep is on you, but Christine can create a prep checklist doc.

Christine creates a Google Drive folder with the client's name and standard subfolders.

Text Christine with the client details, she fills in your contract template.

Christine can draft an invoice doc and send it via email.

Voice-note everything to Christine, she adds structured notes to the client file.

Christine can auto-send a follow-up email after your first meeting.

Voice-note Christine after the session and she books the next one.

Christine sends a feedback request email at the right time.

The human touch matters here, Christine reminds you, but you make the call.