client-onboarding

AI-powered client onboarding workflow that validates form submissions, updates CRM records, automates onboarding emails, and notifies internal teams using n8n.

Automated client onboarding workflow that creates client folders, generates onboarding documents, sends welcome emails, and updates Google Sheets using make.com.

Client onboarding CLI for domain, DNS, hosting, website, and kickoff research discovery.

Build a complete new-client onboarding system (welcome, intake, kickoff, first 30 days) with the copy and a CRM build spec. By James Hill (The AI Guy), founder of RizzDial.

taxdome python automation

Client discovery questionnaires — SkynetJoe Agency

A client onboarding system for small business owners — welcome emails, intake questions, kickoff prep, and follow-up sequences, all built to use with AI.

Automated B2B client onboarding workflow built with n8n, HubSpot, Google Drive, Asana, Gmail, Slack, and Google Sheets.

A vendor-neutral client onboarding follow-up checklist and templates.

Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.

Automated client onboarding system with AI-powered workflows using n8n and Gemini API

Make.com workflow that automates client discovery calls end-to-end — Tally form → Jina AI website extraction → 3-stage Gemini AI analysis → Google Calendar Meet invite → Gmail confirmation → 20-column Google Sheets CRM. 100% free stack.

Full-stack tax advisory onboarding CRM with Kanban workflow, client intake, booking, documents, contracts, and PostgreSQL.

Professional witchcraft client onboarding automation workflow. Eliminate manual intake, scale effortlessly, keep the magic.

How to onboard a new security client. Pre-engagement questions, intake forms, access requests, kickoff, and the first 90 days. Templates only, never client data.

Notion CRM + Make.com automation for client onboarding — auto-creates projects, duplicates task checklists, sends emails/Slack alerts, with built-in error handling.

A production-ready, self-hosted open-source alternative to expensive commercial client onboarding platforms like Content Snare, GuideCX, and Onboard.io.

SMMA Client Onboarding Tool

Production-minded client onboarding automation platform built with Next.js, PostgreSQL, and n8n.

Dependency-free static portfolio for a small-business web studio, with three fictional demos, email-draft enquiries, and a reusable client kit.