Step 1: Capture client info via form
Start with a tool like Typeform or Tally.so to collect your new client’s details (name, email, company info, project requirements).
- Create a branded intake form
- Sync submissions instantly with Make
- Send client data to Google Sheets or Notion
Step 2: Send automated welcome email
Once the form is submitted, trigger an email using Gmail or MailerLite. Personalize the message with client name, project timeline, and next steps.
- Use pre-written templates
- Attach onboarding PDFs or welcome packs
- Include your booking link or discovery call scheduler
Step 3: Auto-generate tasks in your project system
Push onboarding tasks into ClickUp, Asana, or Notion. For example:
- Create checklist: Setup workspace, share folder, send invoice
- Assign team members automatically
- Set deadlines based on contract start date
Step 4: Create a Slack channel or workspace
If your workflow includes Slack or Microsoft Teams, Make can create a private channel named after the client and invite the right team members.
- Auto-send a pinned message with project scope
- Keep onboarding comms in one place
Step 5: Track & log data
Log everything in a Google Sheet, Airtable, or CRM. This keeps a historical record and gives you insights into bottlenecks or repetitive steps.
Why this matters
- Reduces time-to-launch for new projects
- Improves first impression with clients
- Makes your business look organized and professional