Client Onboarding

Manually send a welcome email to a new client — for barter clients, referrals, or anyone who didn't come through Stripe.

⚡

Stripe payments are handled automatically

When a client pays via Stripe, their account is created and welcome email is sent with zero manual work. Use this form only for clients who don't go through Stripe.

Send Welcome Email

This email will include:

✓ Login link to tradedeskpro.com

✓ Dashboard Setup Form link (Typeform)

✓ Grace AI Training Form link (Typeform)

✓ Sent from: welcome@debsaisolutions.com

How Automated Onboarding Works

1

Client pays via Stripe

They click a button on tradedeskpro.net and complete checkout.

2

Stripe fires a webhook

TradeDeskPro receives the payment confirmation automatically.

3

Supabase account is created

A new login account is provisioned instantly — no manual work needed.

4

Welcome email is sent

Resend delivers a branded email from welcome@debsaisolutions.com with their login link and both Typeform setup links.