Client onboarding, automated – projects kick off the same day
A new client signs – and then the admin starts: chasing logins, creating folders, setting up the project, scheduling the kickoff. We automate that process so your team can get straight to the real work.
Subscription from €149/month – set up and looked after for you. You only pay once it’s live. See plans
- Welcome email with timeline and checklist
- Project, tasks and folders created automatically
- Kickoff meeting with a booking link
- Includes a first check of the client’s website
Why getting projects started takes so long
The same steps every time
For every client, someone sets up folders, the project, tasks and emails by hand – and something different gets missed each time.
Waiting for access
Logins, logos and copy trickle in. The project stalls until everything is there.
A weak first impression
After signing, clients often don’t know what happens next. That leads to follow-up questions and uncertainty.
From signed proposal to ready-to-go project
Triggered by a form, a signed proposal or a deal stage in your CRM.
The client fills in a form
Services, goals, contacts and website – captured cleanly once instead of scattered across endless emails.
Everything gets set up
A project in Asana, ClickUp, Trello or Notion, folders in Google Drive and tasks with due dates, all based on your standard process.
Client and team are in the loop
The client gets a welcome email with a timeline and checklist; your team gets an overview with all the details.
Your onboarding standard – applied automatically, every time
Timeline
Milestones for each service, calculated automatically in real business days.
Checklist
Which logins and assets you need – matched to the services the client booked.
Project & folders
Tasks in your project tool, folder structure in Drive or SharePoint.
Kickoff
Booking link or suggested time, reminders included.
Reminders
If documents are missing, the client gets a friendly reminder – automatically.
Handover to reporting
Goals and KPIs are captured and can be used in reports later on.
What does manual onboarding cost you?
An example with assumed numbers for a small agency.
A great fit for
Marketing & SEO agencies
- Access to Ads, Analytics, Search Console
- Reporting ready from day one
- Kickoff meeting
Web & design agencies
- Collect copy, images and logo
- Project with milestones
- Approval steps
Consulting & coaching
- Contract & questionnaire
- Appointments & documents
- Welcome pack
See your onboarding in action
In the demo, you fill in an onboarding form and get a timeline, task board, checklist and website check within seconds.
Frequently asked questions
Which project tools are supported?
Among others: Asana, ClickUp, Trello, Monday, Notion and Jira, plus Google Drive, OneDrive and SharePoint. Many more can be connected via their APIs.
Can we keep our existing process?
Yes – that’s the whole point. We map your standard instead of forcing a new one on you. Often a few unnecessary steps disappear along the way.
What if every client is a bit different?
The workflow adapts to the services booked: a client who only books SEO gets a different checklist than a website client.
How much does it cost?
We set up your automation and look after it on an ongoing basis – as a subscription from €149 per month. You only pay once it’s live, and with a 6-month term there’s no setup fee. You’ll find all plans on our homepage under Pricing. Tool costs (e.g. for n8n) are billed to you directly by the provider – we go over them with you beforehand.
Do I own the workflow?
Yes. The workflow runs in your own n8n account or on your own server. After the minimum term, the subscription can be cancelled monthly – everything keeps running, and you get an export and documentation.
Can this be GDPR-compliant?
Yes. n8n can be hosted in the EU or run on your own server. We only process the data the workflow actually needs and discuss suitable services with you on the intro call. This is not a substitute for legal advice.
Free intro call
Tell us briefly what’s eating up your time. No obligation, no sales pressure.
- Right away: You get a confirmation email.
- Within 24 hours on business days: We get back to you with an initial assessment.
- 20-minute call by phone or video – followed by a clear monthly price.