Onboarding shouldn't be the same six emails typed out by hand, every time.
A ready-to-import automation that takes a new client from signed contract to fully set up — welcome email, intake, folders, access — without you touching a single step.
One-time payment · Instant digital delivery · Lifetime access
Every new client gets the same setup. Right now, you're building it from scratch each time.
The welcome email, the contract, the intake form, the folder setup, the access requests, the kickoff scheduling — it's identical work, client after client, done by hand.
It doesn't scale, it's where things get forgotten (a missed access request, a late welcome email), and it's time that should be going into the work the client is actually paying for.
One trigger. A fully provisioned client, ready for kickoff, without you lifting a finger.
This blueprint starts the moment a deal closes or a contract is signed, and runs the entire provisioning sequence automatically — welcome and intake sent, folders and boards created, access requested, kickoff scheduled.
You configure it once against your own tools (contract platform, storage, project tool, calendar) using the setup guide, then every new client gets the identical, on-time experience — whether you're onboarding your first client this month or your fifteenth.
A great first impression shouldn't depend on how much time you happened to have that week.
Four layers, from signature to fully set up.
Every layer in this blueprint is pre-built and documented — you're configuring, not constructing.
Trigger
The automation starts automatically the moment a deal closes or a contract is signed — no one has to remember to kick it off.
Provision
The welcome email, agreement, and intake form are sent immediately, in the right order, without you typing a word.
Set Up
Client folders, project boards, and system access are created automatically — structured the same way, every time.
Handover
Kickoff gets scheduled and the client is told exactly what happens next — the handover feels considered, not improvised.
Everything you need to have this running today.
No partial builds, no “contact us for the rest.” The full blueprint, both platforms, documented end to end.
Make.com Blueprint
An import-ready .json blueprint file — drop it into your Make.com account and start connecting your tools.
n8n Workflow
The same automation built natively for n8n, for anyone running a self-hosted or n8n-first stack.
Step-by-Step Setup Guide
A written walkthrough covering every module, connection, and trigger — built for someone doing this for the first time.
Onboarding Sequence Structure
A pre-mapped structure for the welcome/intake sequence, so you're editing your own copy into a proven order, not designing one from a blank page.
Free Minor Updates
When the blueprint is refined or a connected platform changes its API, you get the update at no extra cost.
Setup Email Support
Get stuck connecting a tool or mapping a step? Email in and get a real answer, not a ticket number.
Built for one specific problem. Here's how to know if it's yours.
This is for you if
- You're onboarding more than two clients a month and repeating the same setup steps manually
- You've sent a welcome email late, or missed a step, because you were mid-project with someone else
- You already use a contract tool, storage, and project or calendar tool you want wired together
This is not for you if
- You onboard a new client every few months and the process is intentionally bespoke each time
- You don't yet have the underlying tools (storage, project board, calendar) for the automation to connect
One blueprint. Two platforms. Yours to keep.
A single one-time payment — no subscription, no seat limits, no expiry.
One-time payment · Instant access · Lifetime updates
- Make.com blueprint (import-ready)
- n8n workflow (import-ready)
- Step-by-step setup guide
- Onboarding sequence structure
- Free minor updates, for life
- Priority access if you upgrade to the Full Bundle later
30-day no-questions-asked refund policy · Secure checkout
Before you buy, the questions people actually ask.
Do I need to know how to code?
No. The blueprint is pre-built — setup is connecting your own accounts inside Make.com or n8n's visual editor, following the included guide step by step.
Will this work with my contract and storage tools?
The blueprint connects to any tool with a webhook, form, or standard API. The setup guide covers the most common contract, storage, and project tools directly, and shows you how to extend it to others.
Do I need both Make.com and n8n?
No — pick whichever platform you already use or prefer. Both versions do the same job; you only need one.
Can I customize the onboarding sequence?
Yes. The structure and timing are pre-built, but every email, form, and folder name is yours to edit to match your own process and voice.
What does “free minor updates” cover?
If a connected platform changes its API or the blueprint logic gets refined, you get the updated file at no charge, for as long as you own it.
Give every client the same great start.
Import it, connect your tools, and onboarding becomes something that happens to your client — not something you have to remember to do.
Get the Client Onboarding Automation — $397