A new client signs. Everything else happens on its own.
The moment a deal closes, the system welcomes the client, sets up their folders, CRM record and project, collects what you need from them and books the kickoff call. No checklist, no copy-paste.
We build it first. You only pay if you like it.
The problem
Onboarding is manual
Every new client means the same twenty small tasks across five tools, done by hand and from memory.
Things get missed
A folder isn't shared, an intake form isn't sent, the kickoff isn't booked, and the client's first impression suffers.
Growth makes it worse
Two new clients a month is fine. Ten a month and onboarding becomes someone's whole job.
How it works
Four steps, fully automatic.
- 01
Deal closes
A signed proposal, paid invoice or CRM stage change triggers onboarding.
- 02
Client is welcomed
A personal welcome email goes out with next steps, an intake form and a link to book the kickoff call.
- 03
Workspace is set up
Client folders, the CRM record and the project with its tasks are created from your templates.
- 04
Team is briefed
Your team gets a summary of the client, the scope and what's due, and the intake answers land where they need to be.
Built and running
- from signed to fully set up
- ~10 sec
- from signed to fully set up
- Drive, ClickUp, Gmail, Slack updated
- 4 tools
- Drive, ClickUp, Gmail, Slack updated
- onboarding steps done by hand
- 0
- onboarding steps done by hand
Built with n8n, Claude, Google Drive, ClickUp, Gmail, Slack.
What you get
- Welcome email sequence in your voice
- Client intake form
- Folder, CRM and project setup from your templates
- Kickoff call booking link
- Team brief in Slack or email
- Walkthrough video and handover docs
Our guarantee
We build it first. You only pay if you like it.
We build your system up front and show it working. If it's not what you wanted, you don't pay and we part as friends. Fixed price, agreed before we start, and delivered in about a week.
FAQ
Questions, answered.
Which tools does it connect to?
Google Drive, Notion, HubSpot, GoHighLevel, ClickUp, Asana, Slack, Gmail, Cal.com and most tools with an API. We build it around the tools you already use.
Can it handle different client types?
Yes. Different packages or services can get their own emails, task templates and folders.
What triggers it?
Usually a paid invoice, a signed proposal or a deal moving to Won in your CRM. It can also pair with our Proposal System so onboarding starts the moment the client pays.
Ready to build?
Ready to scale with AI?
Book a free 30-minute audit call. We'll map your workflows, find the bottlenecks, and show you exactly where AI moves the needle.