SERVICE 02 · FOR MARKETING AGENCIES
Client onboarding automation
Contract signed to fully set-up client: folders, CRM sub-account, tasks and welcome email, with approvals where a human should decide.
STACKn8n · ClickUp · Gmail
TYPICAL BUILD[X] weeks
HANDOVERDocs, Loom walkthrough, run logs
How it works
The moment a contract is signed, the new client is set up: shared folders, a CRM sub-account from your snapshot, the project and tasks in your project tool, access requests for their ad accounts, and a welcome email with clear next steps.
Wherever a person should decide, like a pricing exception or kickoff timing, the flow pauses for an approval instead of guessing. Account managers see every new client’s status in one place.
Sounds familiar?
- 01Onboarding one new client takes a week of copy-paste across five tools.
- 02Steps get missed when an account manager is busy or away.
- 03New clients wait days for access requests and their first useful email.
- 04Only one person really knows the onboarding checklist.
Other services
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Find your biggest bottleneck in 30 minutes.
Not the right fit? You still leave with the problem mapped and a plan you can run yourself.
