The moment a client says yes, this workflow generates the proposal recap, sends a welcome sequence, and gets them set up — so the excitement of a new client doesn't stall out on admin work.
The first 48 hours after a client says yes shape the whole relationship — automate the parts that don't need your personal touch.
Auto-generate a written recap of what was agreed on, scope, and next steps immediately after a call.
A short automated email sequence introduces how you work, what to expect, and key dates.
Auto-creates a shared checklist or project space so both sides know exactly what's needed to start.
Notifies you or your team the moment a new client is fully onboarded and ready to start.
Step by step, exactly how this workflow runs.
After a discovery call, feed your notes to Claude to generate a clear written recap of scope, timeline, and next steps.
Client's signed agreement triggers Make.com to start a welcome email sequence automatically.
Make.com creates a shared project folder or board pre-populated with a kickoff checklist.
A final notification lets your team know onboarding is complete and work can begin.
No — it handles the admin so your kickoff call can focus on the relationship and the work, not paperwork.
Yes — branch the automation based on service type or package tier so each client gets a relevant sequence.
The Business Automation Bundle includes this workflow and 9 more, fully built out.
⚙️ See the Automation Bundle →