First impressions make or break client relationships. Build multi-channel onboarding sequences that trigger based on deal stage changes. When a contract is signed, salesforce automatically dispatches welcome emails, schedules kickoff calls, and assigns training materials—all before the client finishes their coffee. Service Cloud templates ensure consistency across teams, while conditional logic tailors the experience. Enterprise clients get white-glove documentation; SMBs receive bite-sized checklists. The system even nags internal teams about pending tasks to prevent bottlenecks.