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

A fast‑growing boutique marketing agency was scaling its client base rapidly. However, their onboarding process was manual — sending welcome emails, collecting forms, creating folders, and updating trackers. As volume grew, this repetitive work became a bottleneck, consuming staff time and creating risks of missed steps.

Manual onboarding created inconsistent client experiences.

Team spent hours on administrative tasks instead of strategy.

Occasional oversights led to delays and disorganization. The agency needed a scalable, automated system to handle onboarding smoothly as they grew.

We designed and implemented a custom no‑code onboarding workflow using Make.com. The automation triggers as soon as a client signs their agreement and handles every step seamlessly.

✅ Personalized Welcome Emails – Automatically sent via Gmail, customized with client details. ✅ Form Collection & Storage – Generates a Typeform link, routes responses to Google Sheets, and organizes files in Google Drive. ✅ Project Folder Setup – Creates a standardized folder structure for each client. ✅ Team Notifications – Posts a Slack alert with client info and links so the whole team is align

🕒 76,2% less manual work → freed up the ops team to focus on client strategy.

📁 Organized data → standardized file storage and naming conventions.

🤖 Fully scalable → system runs seamlessly, handling 1 or 10 new clients per day.

📣 Improved communication → team receives instant updates and is aligned from day one.

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