Client Onboarding Checklist for HVAC Technicians

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.