Client Onboarding Automation
From€449One-time implementation
A new client says yes. Great news.
Now come the familiar little jobs: creating folders, organising the project space, sending a welcome email and making sure everything is ready.
This automation takes care of the repeatable setup, so you can focus on starting the project well.
Every new client starts with the same checklist.
You know what needs doing. You've done it dozens of times.
But when things get busy, it's easy to miss a step or spend longer than necessary setting everything up.
A consistent welcome, without starting from scratch.
- YouMark a client readyAdd the client to your Google Sheets tracker and set their onboarding status.
- AutomatedCreate their project spaceThe automation creates a Google Drive client folder and the agreed standard subfolders.
- AutomatedSend the welcome emailThe client receives a prepared welcome message.
- AutomatedNotify the business ownerYou receive an email confirming the onboarding details and linking to the internal project folder.
- AutomatedUpdate the trackerThe workflow records progress and marks onboarding complete when the required steps are confirmed.
- Handled by the automation
- Done by you
Typical functionality
A Google Sheets onboarding tracker, a standard Google Drive folder structure, a welcome email template, a notification to you and progress tracking.
Every implementation includes configuration and testing for your tools, documentation and basic usage instructions. Extra integrations, approval steps or additional logic can be added and are quoted separately.
Good to know
- The Google Drive folder is created for internal use. It is not automatically shared with the client.
- The standard setup does not include contracts, invoicing, project-management software or custom CRM integrations.