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Automate new client onboarding

When a client signs, they automatically get a welcome email, questionnaire, folder and kick-off booking link, and their answers are summarised for you. A professional start with no admin.

Automation Some setup
Time saved
1-2 hrs per client
Tools you could use
Zapier, Make, Typeform, Calendly, Claude
Good for
Freelancers & sole traders, Operations & admin
Industries
Professional services, Health & wellbeing, Creative & media

How it works

A workflow (Zapier, Make, n8n) that runs AI for you on a trigger.

Proposal accepted or deposit paid → send welcome email and questionnaire → create shared folder → when questionnaire returns, AI summarises goals and risks into a kick-off brief → book call.

Want to see this built?

The most wanted ideas get built first, with a walkthrough you can copy.

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Want this working in your business?

I can set it up around the tools you already use — or help you pick the right first project. Short call, no jargon, no obligation.