client-onboarding

AI-powered client onboarding workflow that validates form submissions, updates CRM records, automates onboarding emails, and notifies internal teams using n8n.

Automated client onboarding workflow that creates client folders, generates onboarding documents, sends welcome emails, and updates Google Sheets using make.com.

One command turns a YAML brief about a new client into a complete onboarding pack: service agreement, NDA, scoping questionnaire, kickoff doc and welcome email. Markdown in, print-ready HTML out. Templates, not legal advice.

Client onboarding CLI for domain, DNS, hosting, website, and kickoff research discovery.

Build a complete new-client onboarding system (welcome, intake, kickoff, first 30 days) with the copy and a CRM build spec. By James Hill (The AI Guy), founder of RizzDial.

Official, Meta-compliant step-by-step guide to setting up WhatsApp Cloud API and connecting it to n8n via Webhooks — phone registration, permanent access tokens, payment method, privacy policy, and going Live.

Conversation-only Claude skill for collecting Reel Video brand and content intake

Automated B2B client onboarding workflow built with n8n, HubSpot, Google Drive, Asana, Gmail, Slack, and Google Sheets.

A client onboarding system for small business owners — welcome emails, intake questions, kickoff prep, and follow-up sequences, all built to use with AI.

A vendor-neutral client onboarding follow-up checklist and templates.

taxdome python automation

AI client onboarding kit — non-technical explainer, 2-hour workshop guide, and pilot agreement template in English and German

Make.com workflow that automates client discovery calls end-to-end — Tally form → Jina AI website extraction → 3-stage Gemini AI analysis → Google Calendar Meet invite → Gmail confirmation → 20-column Google Sheets CRM. 100% free stack.

How to onboard a new security client. Pre-engagement questions, intake forms, access requests, kickoff, and the first 90 days. Templates only, never client data.

Six practical Markdown project brief templates for freelancers and small studios

Production-minded client onboarding automation platform built with Next.js, PostgreSQL, and n8n.

Client intake for AI coding agents — MCP server: your agent asks the client for logos, copy and credentials, and BriefGate chases them until they arrive.

Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.

Automated client onboarding system with AI-powered workflows using n8n and Gemini API

Official, Meta-compliant step-by-step guide to connecting a Facebook Page to n8n via the Messenger Platform API & Webhooks — Business Portfolio, Access Tokens, Privacy Policy, Live publishing. No passwords, no unofficial access.