Designed a full client onboarding workflow in n8n so no new client falls through the cracks. When...Designed a full client onboarding workflow in n8n so no new client falls through the cracks. When...
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Designed a full client onboarding workflow in n8n so no new client falls through the cracks.
When a client submits the intake form, the system: • Validates and enriches their details • Creates the CRM contact + deal • Sends a branded welcome email • Assigns onboarding tasks to the team • Routes VIP clients to a priority path
Stack: n8n · CRM · Email · Task manager
Impact: • Onboarding cut from ~2 days to ~20 minutes • 100% welcome emails sent automatically • Under 1% error rate • Replaced 3 manual tools with one workflow
Perfect for agencies and service businesses that want a smooth, repeatable client kickoff.
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Creatives on Contra have earned over $150M and we are just getting started