Client: A boutique marketing agency scaling its client base Role: Automation Consultant Timeline: 2 weeks Platform: Make.com

The agency’s client onboarding process was fully manual—sending welcome emails, collecting forms, setting up client folders, and updating project trackers. As they scaled, this repetitive work consumed valuable time and led to occasional oversights.

I built a custom no-code onboarding workflow using Make.com that triggered automatically once a new client signed the agreement.

Key Automations:

Welcome Email Sequence: Triggered via Gmail with dynamic client personalization.

Form Collection & Storage: Auto-generated a Typeform link, then routed responses to Google Sheets and Google Drive.

Project Folder Setup: Created a client folder structure in Google Drive.

Slack Notification: Alerted the team of a new client with key info and links.

🕒 90% Less Manual Work: Freed up the ops team to focus on client success, not admin.

📁 Organized Data: Standardized file storage and naming conventions.

🤖 Fully Scalable: System runs seamlessly, whether onboarding 1 or 10 clients a day.

📣 Improved Communication: Everyone is notified and aligned from day one.

Google Drive & Sheets

Typeform

Slack

Gmail

“This onboarding workflow changed how we operate. Everything just happens now. It’s seamless, professional, and saves us hours.” — Founder