Client Onboarding Automation

The irony wasn't lost on me: I run a consultancy that fixes operational inefficiencies, yet I was manually onboarding every new client.

The Problem: Manual client onboarding creates three compounding issues:

Delay: Clients pay but wait for their welcome materials while I'm in meetings or asleep

Inconsistency: Rushed setup leads to missing documents or incorrect details

Opportunity cost: 20 minutes per client that should be spent on actual consulting work

The Solution: Built a zero-touch onboarding automation system that activates the moment payment is confirmed, delivering a complete client experience before I even know they've signed up.

Trigger: Stripe payment webhook initiates the workflow

Orchestration: Relay.app manages the complete automation sequence

CRM Integration: Automatically creates client record on designated Brevo email list for segmented communication

Document Generation: Creates personalized client folder with templated documents—placeholders automatically replaced with client name, payment date, and engagement details

Client Delivery: Welcome email sent with direct link to their prepared client folder, personalized and ready to use

Instant gratification: Clients receive everything immediately upon payment, regardless of time zone or my availability

Perfect consistency: Every client gets the exact same high-quality onboarding experience

Recovered time: 20 minutes per client returned to revenue-generating work

Professional impression: Automated excellence signals operational sophistication

The Meta-Value: This system is both operational infrastructure and marketing asset. When consulting on automation, I can demonstrate my own zero-touch onboarding as proof of concept. It's not theoretical—it's the system that onboarded them.

This project showcases end-to-end automation thinking: identifying operational friction, designing elegant solutions, and implementing technical systems that work invisibly in the background.