Automations for agencies
Client onboarding sequence for agencies
Agencies know this one well: new client onboarding means the same twenty emails every time. The client onboarding flow handles it for you, between pitches, retainers and reporting days. Welcome emails, forms, documents and kickoff scheduling, sent automatically when someone signs.
The problems it takes off your list
- New client onboarding means the same twenty emails every time.
- Proposals are copied from the last one and edited by hand.
What it looks like in practice
Say you run a small design studio that runs fixed-scope projects. A new client signs on a Friday afternoon. They get a welcome email, a short form and a link to book a kickoff call. A shared folder is created in HubSpot. On Monday you can see they've already done two of the three steps.
How it works for agencies
Step by step, this is what the client onboarding flow does with your clients.
- A new client signs or pays.
- A welcome message goes out with what happens next.
- Forms and document requests follow on schedule.
- A kickoff call is booked.
- You see who has finished which step.
Tools it connects to
You keep working in HubSpot and Gmail. The client onboarding flow sits alongside, built with n8n, Typeform and Google Drive.
Questions from agencies
Does the client onboarding flow work with HubSpot?
Often, yes. Before building the client onboarding flow I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your agency setup, you'll know before you pay anything.
What happens if something breaks?
The client onboarding flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the client onboarding flow cost to run each month?
Setup for the client onboarding flow starts at $400 while the launch offer is on, for agencies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built