Operations
Client Onboarding Automation
Turn a signed contract into a fully set-up client without a checklist in someone's head.
- Typical saving
- 6 hrs per client
- Tools
- n8n · ClickUp · Slack · Google Drive
Trigger
Contract signed
How it works
Step by step
- 1Send the welcome message and intake form
- 2Create the project, folder structure and Slack channel
- 3Request accesses and track what's still outstanding
- 4Book the kickoff call
- 5Notify the delivery team with everything gathered
Outcome
Every client gets the same strong start.
Built with
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