Client Onboarding Automation Kit

What’s Inside

The Client Onboarding Automation Kit is a complete onboarding system that takes new clients from signed contract to first deliverable without you manually coordinating every step.

It includes client-facing templates, internal checklists, automation workflows, and SOPs — everything you need to deliver a professional, consistent onboarding experience.

The Onboarding System

Phase 1: Welcome & Setup (Day 0-1)

• Welcome email template — Professional first impression with next steps
• Client intake questionnaire — Collects everything you need upfront (brand assets, access credentials, project goals)
• Project workspace setup checklist — Creates folders, channels, and shared documents

Phase 2: Discovery & Planning (Day 2-5)

• Kickoff meeting agenda template — Structured 45-minute call that covers scope, timeline, and communication preferences
• Client questionnaire (detailed) — Deep-dive questions specific to your service type
• Project timeline document — Milestone-based timeline with clear deliverables and dates

Phase 3: Execution Handoff (Day 5-7)

• Internal handoff checklist — Everything the delivery team needs to start work
• Client communication cadence — When and how you’ll send updates
• First deliverable template — Framework for presenting initial work

Automation Workflows

The kit includes automation workflows for all three major platforms:

n8n Workflow

• Triggers on new client record in your CRM
• Sends welcome email sequence (3 emails over 5 days)
• Creates project workspace (Google Drive folders, Slack channel)
• Assigns tasks to team members
• Schedules kickoff meeting via Calendly

Zapier Zap

• Same workflow adapted for Zapier’s linear model
• Uses Zapier Paths for conditional logic
• Includes delay steps for timed email sequences

Make Scenario

• Visual scenario with error handling
• Parallel branches for simultaneous setup tasks
• Includes webhook trigger option for custom integrations

Who This is For

• Freelancers who onboard 2+ clients per month and want consistency
• Agencies that need a repeatable process across account managers
• Consultants who want to look professional from day one
• Any service business tired of manually coordinating onboarding steps

Customization

Every template uses [PLACEHOLDER] markers for easy customization. Replace company name, service descriptions, timeline defaults, and communication preferences with your specifics. The kit works for any service business — marketing agencies, development shops, consulting firms, coaching practices.