Free guide · Agencies and service firms Kickoff
The $3,000 AI Onboarding for Agencies
The moment a client signs, it opens their record and folder, sends the welcome email with the payment link and intake form, and gives your team their tasks.
- Minutes after a client signs, their record, folder, welcome email and your team's tasks all exist, with nobody at a keyboard.
- The intake form comes back as a one-page brief your team can read in a minute.
- A daily check reminds the client of what is still open, once, and tells you when something is stuck.
The full build, nothing held back
Every workflow, every tool and every prompt, step by step. Build it yourself or hand it to whoever looks after your tech.
What's inside
Six linked n8n workflows that start the moment a proposal is signed: a client record, a shared folder, a welcome email with the payment link, intake form and booking link, a task list for your team with owners and due dates, a one-page brief when the intake form comes back, and a daily check that chases whatever is still missing. Every step, every tool and every prompt is written out.
Part 1 · The moment they sign
- 1. Catch the signature and open the client record
- 2. Create the client folder
Part 2 · Everything at once
- 3. Send the welcome email
- 4. Give your team their tasks
Part 3 · Nothing falls through
- 5. Turn the intake form into a brief
- 6. Chase what is still missing
How you get it
- 1 Leave your email in the form on this page.
- 2 Open the link we send you. It confirms your address.
- 3 Download the PDF and the n8n file from the page it opens.
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