Client Onboarding Autopilot
The moment a deal closes, your new client gets a welcome email, their folders and records are created, and your team gets a kickoff checklist — all before you've finished your coffee.
The Problem
First impressions are set in the first 24 hours, but onboarding is a pile of small manual steps — welcome email, folder setup, CRM records, internal handoffs — that gets done late, inconsistently, or not at all when things are busy.
The Solution
One trigger — a signed deal, a paid invoice, a form submission — and the whole onboarding sequence runs itself: personalized welcome email, Drive folders from your template, CRM record updates, and a task checklist posted to your team.
What You Get
- Every client onboarded the same way, every time
- Welcome email sent within minutes of closing
- Folders and records created automatically
- Kickoff checklist delivered to your team
How You'll Get It
Tell us about your setup
Fill in the short form on this page — your name, email, and what the automation should connect to. Takes about a minute.
Secure checkout
Pay once through Stripe. No subscription, no hidden fees — you own it.
Same-day delivery
Your workflow template file arrives by email the same day. Yours to keep forever.
We set it up for you
Send over your onboarding details (the accounts listed below) and we'll have everything connected and live within 2–3 business days — you never touch a line of code.
What You'll Need
A few accounts this automation plugs into. Don't have one yet? Each takes minutes to create — and we walk you through all of it during onboarding.
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Gmail account — Sends the personalized welcome emails.
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Google Drive — Client folders are created from your folder template.
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HubSpot account — Where the new client's record is created and staged.
The free plan works fine.
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Slack workspace — Posts the kickoff checklist to your team channel.
Optional — we can send it by email instead.
Prefer different tools? One free swap included.
Every paid template comes with a one-time free tool swap — just tell us in the onboarding form. For this one you could use: Outlook or another email provider instead of Gmail; Google Sheets or Airtable or another CRM instead of HubSpot; WhatsApp or Microsoft Teams or plain SMS instead of Slack.
Best For
$297 one-time
Own it outright — set up for your business.
Template file delivered same day
Set up & connected for you in 2–3 business days
Get this template
Tell us where it should plug in — then continue to secure checkout.
Works with
Don't use one of these? One free tool swap is included.
Bigger than one automation?
Automate your whole operation.
Templates are perfect for a single task. For a full business-operating system, we start with an audit to map exactly what to build — the required first step for every full package build.
Start with the Audit — $497