Project Management

Client Onboarding Automation

Launch new client projects in under 5 minutes with zero manual setup.

Watch 3-Minute Demo

Coming soon - Loom walkthrough

Setup Timeline

1-2 weeks

Complexity

Easy

Integrations

4 tools

What This System Does

Creates project workspace with all necessary tasks and templates

Sends welcome email sequence to new clients

Schedules kickoff meeting and adds to calendar

Sets up shared folders and document repositories

Assigns team members and notifies relevant stakeholders

ClickUp

Project management & task automation

Gmail

Client communication

Google Drive

Document storage & sharing

Calendly

Meeting scheduling

Trigger event

New client marked as "won" in CRM or form submitted

Workspace creation

Project structure built from master template

Welcome sequence

Series of onboarding emails sent over first week

Resource setup

Shared folders created and access granted

Team activation

Relevant team members assigned and notified

Agencies with repeatable project structures

Consultants onboarding multiple clients per month

Teams wanting consistent client experience

These blueprints show what's possible. We'll work with your existing tech stack and processes to achieve similar results tailored to your business.