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I will build a client onboarding automation workflow for your agency
Kristina K.
Über diesen Service
Stop losing client assets in Slack and email threads. Turn your onboarding chaos into one clear, automated workflow.
For a marketing or creative agency, the first days after signing a new client can quickly become a mess of scattered files, access requests, and manual follow-ups. I build Automated Client Onboarding Systems that organize this process end-to-end.
HOW IT WORKS
1. Trigger: A new client is ready to start onboarding.
2. Intake: They receive a branded form for their brief, files, goals, and required information.
3. Automation: The workflow can automatically:
Create a client record & workspace
Generate structured Drive folders
Send a personalized welcome email
Notify your team
Track missing information
WHICH TIER IS RIGHT FOR YOU?
STARTER: Basic flow Form Database Welcome Email Team Alert.
STANDARD (Most Popular): Complete onboarding Starter + Client Portal + Drive Folders + Auto-Reminder.
ADVANCED: Flexible onboarding Multiple paths for different services, client types, and more complex logic.
I map your process first, then build the workflow around how your agency actually works.
Lerne Kristina K. kennen
Kristina K.
Business Process Automation Make, n8n, Airtable, Notion
- AusPortugal
- Mitglied seitJan. 2024
Sprachen
Russisch, Englisch
I help marketing and creative agencies automate repetitive client and internal workflows. My focus is turning messy manual processes into clear systems — starting with client onboarding.
A typical client onboarding workflow can go from:
intake form → client database → folders → tasks → emails → team notifications → client portal
Instead of chasing information across emails, chats, spreadsheets, and folders, your team gets one clear process that runs the same way every time.
Mein Portfolio
FAQ
Do I need paid subscriptions for the tools?
Not always. Many onboarding workflows can start with free or low-cost plans. If your workflow requires paid features or higher usage limits, I’ll recommend the most cost-effective option for your setup.
I’m not tech-savvy. Will I be able to manage the system?
Yes. I build the system around tools your team already knows whenever possible. You’ll also receive a personalized video walkthrough showing you how the workflow works and what you may need to manage.
Can you integrate with the tools my team already uses?
Yes. I can connect popular tools such as Slack, ClickUp, Asana, Monday, Airtable, HubSpot, and Google Workspace. If you use a less common tool, message me before ordering so I can confirm that it can be integrated.
What if we have different onboarding processes for different services?
That’s possible. The Advanced package can include different onboarding paths, forms, and automation logic for different services or client types. Additional onboarding paths can also be added to other packages.
How is my client data handled?
Your data stays in your own accounts and connected tools. I don’t need to host your client data on my own systems. Access is set up through the platforms and integrations used in your workflow.
