Automations · for agencies

Automate client onboarding for your agency

Client onboarding can run itself: a signed intake form triggers the contract, the first invoice, the shared folders, the tool access, and a welcome sequence, with no one copy-pasting between six tabs. This is one of the most common automations AOC builds for agencies.

The problem

Most agencies onboard by hand: a spreadsheet, a Google Doc template, a manual invoice, a Slack invite, a "did we send the brief yet?" A week of small tasks that a new client feels as friction on day one.

How the automation works

  1. 01A single intake form (Typeform, Tally, or your site) captures the client details and kicks off the workflow.
  2. 02n8n creates the contract from a template, sends it for e-signature, and raises the first invoice automatically.
  3. 03On signature, it provisions the shared drive folder, project board, and tool access, then adds the client to your CRM.
  4. 04A branded welcome sequence goes out with next steps, the kickoff booking link, and who to contact.
  5. 05You get a Telegram or Slack ping at each milestone so nothing silently stalls.
n8nYour CRME-signature (Adobe/Docusign)Google Drive / NotionStripe / Razorpay

Common questions

How long does an onboarding automation take to build?

A standard onboarding flow ships in about 7 to 10 business days, wired into the tools you already use.

Does it work with our existing CRM and invoicing?

Yes. It connects to what you already run rather than forcing a new platform on you.

Can clients still get a personal touch?

Yes. The automation removes the busywork so your team spends its time on the relationship, not the admin.

Want this built for your agency?

Describe it and get a real scope back in seconds. Shipped in about 7 to 10 days, on open tech you own.

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