Operations · n8n Automation
New client signed? The onboarding workflow kicks off automatically — welcome emails, contract delivery, intake forms, project setup, and team notification all handled.
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The Problem
Slow, disorganized, or inconsistent onboarding erodes client confidence immediately after signing — undermining the trust you built during the sales process.
Manually sending welcome emails, creating project folders, setting up access, and completing paperwork takes days and often has gaps.
When onboarding depends on who's available and in what mood, the experience varies dramatically between clients.
Without a systematic checklist, critical setup steps — access provisioning, contract execution, kickoff scheduling — get missed or delayed.
What You Get
Personalized welcome emails are sent immediately upon deal close — setting expectations, confirming next steps, and making a great first impression.
NDAs, service agreements, and onboarding questionnaires are automatically generated and sent for signature — no manual document preparation.
Google Drive folders, Notion workspaces, and project management boards are created automatically with the correct templates and access permissions.
Client intake form responses are processed by AI — extracting key requirements and automatically populating project briefs and scope documents.
A kickoff meeting invitation is sent automatically with Calendly integration — finding mutual availability and confirming the meeting without manual coordination.
The full team receives a comprehensive Slack briefing — client name, services sold, key requirements, contact details, and project timeline — immediately.
Process
Deal Close Trigger
A deal stage change in HubSpot or a form submission triggers the onboarding workflow automatically — no manual kick-off required.
Gmail
Personalized welcome email with the onboarding roadmap, what to expect, and first action steps is sent to the client immediately.
Document Generation
Service agreements and intake questionnaires are automatically generated from templates and sent for completion — no manual document preparation.
Project Setup
Google Drive, Notion, and project management workspaces are created with correct templates and client access — ready before the kickoff call.
Slack
The complete new client brief is posted to the relevant Slack channel — client details, sold services, key requirements, and project timeline.
Pricing