Workflow 01

Automated Client Onboarding

Streamline your client onboarding process with automated folder creation, CRM setup, welcome emails, and project initialization.

Automated Client Onboarding

Overview

Automating the client onboarding process ensures a smooth and professional experience for your new clients, while saving your team significant time and effort. This workflow triggers when a new client is acquired and automates the initial setup and communication.

Key Benefits

Reduces onboarding time from 2+ hours to under 5 minutes

Ensures consistent, professional onboarding experience

Eliminates manual data entry and setup tasks

Creates organized structure for all client materials

Automatically notifies team members of new clients

Workflow Steps

TRIGGER
Deal marked as 'Won' in GoHighLevel
ACTION
Create Client Folder
TOOLS
Google Drive
Zapier/Make/n8n
DESCRIPTION
A new folder with subfolders for documents, assets, and reports is automatically created in Google Drive.
TRIGGER
Deal marked as 'Won' in GoHighLevel
ACTION
Create Client Record
TOOLS
Airtable
Zapier/Make/n8n
DESCRIPTION
A new client record is created in your Airtable base, populated with data from GoHighLevel.
TRIGGER
New Client Record in Airtable
ACTION
Send Welcome Email
TOOLS
Gmail
Zapier/Make/n8n
DESCRIPTION
A personalized welcome email is sent to the client with a link to an onboarding form.
TRIGGER
New Client Record in Airtable
ACTION
Create Slack Channel
TOOLS
Slack
Zapier/Make/n8n
DESCRIPTION
A new private Slack channel is created for the client, and relevant team members are automatically invited.
TRIGGER
New Client Record in Airtable
ACTION
Create Project
TOOLS
Airtable
Zapier/Make/n8n
DESCRIPTION
A new project is created in your Airtable project management base, with pre-defined tasks and timelines.
TRIGGER
New Project in Airtable
ACTION
Assign Onboarding Tasks
TOOLS
Airtable Automations
DESCRIPTION
Onboarding tasks are automatically assigned to team members within the Airtable project.
TRIGGER
New Client Record in Airtable
ACTION
Create Stripe Customer
TOOLS
Stripe
Zapier/Make/n8n
DESCRIPTION
A new customer is created in Stripe, ready for invoicing and subscription management.

Implementation Notes

1

This workflow can be implemented using Zapier, Make, or n8n to connect the various applications.

2

GoHighLevel serves as the central trigger, initiating the entire onboarding sequence.

3

Airtable acts as the central database and project management tool.

4

Google Drive, Gmail, Slack, and Stripe handle their respective functions.

5

The use of automation platforms allows for a high degree of customization to fit your specific onboarding process.

Ready to Implement This Workflow?

Start automating your automated client onboarding process today.