Marketing / B2B Agencies

Agency Client Onboarding Suite

A comprehensive automated client onboarding system that handles contract signing, client intake forms, automatic Slack channel setup, Google Drive folder organization, and kickoff scheduling instantly.

Results at a Glance

Onboarding Time
Before
3-5 days
After
5 mins
Admin Overhead
Before
12 steps
After
0 steps

Watch the Automation in Action

See exactly how this workflow was implemented and the impact it made.

Key Outcomes

What this automation achieved for the client.

Triggered instantly upon contract signature in PandaDoc or DocuSign
Auto-creates client folders in Google Drive and custom channels in Slack
Emails white-labeled intake form & schedules kickoff meeting via Calendly
Delivers a seamless, professional experience that wows new clients from day one

Technologies Used

The tools and platforms powering this automation.

Make.comSlack APIGoogle Workspace

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