Starter · $299 nodes

Client Onboarding Autopilot

Onboarding is the same checklist every time, and doing it by hand is exactly how a new client's first impression turns into a three-day silence. This workflow runs the whole sequence automatically the second a deal flips to 'won' — so the client feels taken care of before you've even refilled your coffee.

Without it

You close the deal, celebrate, then scramble: where's the welcome template, did I make their folder, when's the kickoff? Half of it happens days late, and the client wonders if they picked the right shop.

With this workflow

Deal marked won → the client's folder is created, the welcome + intake form goes out instantly, and the kickoff reminder is on your calendar. Consistent, fast, and zero things forgotten.

How it works

1
Deal-won trigger — Fires from your CRM/pipeline status change (or a webhook from your proposal tool) when a client converts.
2
Create the workspace — Spins up the client's Drive folder from a template structure so docs have a home from minute one.
3
Send welcome + intake — Emails a personalized welcome with the intake form link so you collect what you need before kickoff.
4
Schedule the kickoff — Drops a kickoff reminder/event on your calendar with a buffer so prep never gets skipped.

Built with

TriggerGoogle DriveGmailCalendar

Best for

✓Agencies whose onboarding quality slips when they're busy
✓Anyone who's emailed a client the wrong template
✓Operators who want a repeatable first-week experience

Questions

What triggers it?

Any signal you can emit — a CRM stage change, a webhook from your e-sign/proposal tool, or a manual button. The rest of the flow doesn't care which.

Can I customize the welcome email per service?

Yes. The email node uses a template you can branch by service type so a retainer client and a one-off project get the right copy.

Does this need paid apps?

It uses Google Drive, Gmail, and Calendar — all available on a free Google account. Swap nodes if your stack differs.

In the Starter bundle

Get on the early list to be first when bundles open — launch pricing for the list. Start with the free sample to see the quality.