Automation

Client onboarding that starts itself the moment a deal closes

Marking a deal "closed" in the CRM kicks off the whole onboarding: email, form, folder, task and kick-off meeting.

Client
Professional services firm (name on approval)
Year
2025
Tools
MakeGoogle WorkspaceClickUpCalendlyCRM

The problem

After a deal closed, getting started was manual and scattered: emails, collecting details, scheduling, creating folders. It caused delays and looked unprofessional right when a first impression matters most.

What we built

  • A personal welcome email explaining next steps, with a link to a details form
  • A shared Google Drive folder created automatically
  • A task for the project manager in the team's task system
  • A link to book the kick-off meeting from real availability, and a CRM update once it's booked

The result

  • The same fast, consistent onboarding for every new client
  • No forgotten steps
  • Admin time handed back to the team

Let's get it done.

Tell us what you need. We'll come back within one business day with a clear next step.

What do you need?
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