client-onboarding

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

One command turns a YAML brief about a new client into a complete onboarding pack: service agreement, NDA, scoping questionnaire, kickoff doc and welcome email. Markdown in, print-ready HTML out. Templates, not legal advice.

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.

No-code Zoho workflow: one intake form creates the CRM contact, emails a personalized welcome pack, and assigns onboarding tasks.

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.

🔄 Automates the full client onboarding process from first contact to project readiness.

Official, Meta-compliant step-by-step guide to setting up WhatsApp Cloud API and connecting it to n8n via Webhooks — phone registration, permanent access tokens, payment method, privacy policy, and going Live.

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

taxdome python automation

AI client onboarding kit — non-technical explainer, 2-hour workshop guide, and pilot agreement template in English and German

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

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

Conversation-only Claude skill for collecting Reel Video brand and content intake

Scaffold a client project folder in one command: intake questionnaire, kickoff agenda and asset checklist, plus an overdue-asset report. Python, stdlib only, dry-run by default.

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.

Six practical Markdown project brief templates for freelancers and small studios

Client intake for AI coding agents — MCP server: your agent asks the client for logos, copy and credentials, and BriefGate chases them until they arrive.

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.

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