6-step Make.com automation that runs your entire client onboarding end-to-end — from intake form to scheduled kickoff call — without you lifting a finger.
The automation begins the moment a new client fills out your intake form. Any form tool works — the webhook listener captures the submission.
Instantly send a personalized welcome email with their name, the kickoff call link, and a PDF attachment of your onboarding guide.
Automatically create a structured task list for the new client project. Pre-fill the client name, project type, and due dates from the intake form.
Trigger a second email 2 hours after the welcome, asking for required documents (logo, brand guidelines, content). Include a direct upload link.
Send a Calendly link so the client can book their kickoff call. The link is pre-filled with your agency branding and set to only show your availability.
After 5 business days, check whether documents were submitted. If yes, move to active project setup. If no, send a friendly reminder.
New clients receive a welcome email within 60 seconds of signing up
No onboarding task ever gets missed — always created automatically
Clients self-schedule their kickoff call without back-and-forth emails
Document collection starts immediately without manual follow-up
Each step is mapped to a specific Make.com module and action. You import the logic, connect your tools, and it's live — no coding required.
Requires a Make.com account (free plan works for setup & testing). Paid plans from $9/mo for production use.
6-step workflow + setup guide + commercial resell rights. Works with your existing Make.com, Gmail, ClickUp, and Calendly accounts.