Client Onboarding Automation Kit
Turn a multi-hour manual onboarding process into something that runs itself the moment a client signs. We're gauging interest before building it — join the waitlist below.
Get notified when it's ready
This isn't built yet — we're gauging interest first. Join the waitlist and we'll email you the moment the Client Onboarding Automation Kit ships, with a discounted early-access price.
What you'll get on launch
The onboarding workflow itself
A ready-to-import n8n/Make workflow that takes a new client from signed contract to fully onboarded — no manual steps in between.
Email sequence templates
Welcome, document-collection, and kickoff-scheduling emails, pre-written and ready to plug into the workflow.
A 20-minute setup walkthrough
Step-by-step video showing exactly how to connect it to your own CRM and inbox.
This is the exact workflow behind a real client result
We built this same automation for a real client already — read what happened in the full case study. This kit packages that exact system so you can run it yourself, without hiring us to build it from scratch.