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In this video, I build a complete client onboarding system from scratch, live on camera. You’ll see my entire process for turning a manual, multi-day task into a seamless, instant automation that saves agencies hundreds of hours.

We’ll cover:
– How to map out the entire onboarding workflow from start to finish.
– Using a simple form submission to trigger the entire automation.
– How to automatically create a Google Drive folder, Slack channel, and Google Doc for each new client.
– Automatically adding new clients to your CRM (in this case, Google Sheets).
– How to send a personalized welcome email instantly after a client signs.

Timestamps
00:00 – Intro
00:49 – Step 1: Mapping the Automation Strategy
03:15 – Step 2: Setting Up Typeform
11:54 – Step 3: Creating a Google Drive Folder
16:05 – Step 4: Creating a Slack Channel
19:15 – Step 5: Creating a Google Doc Inside the Client’s Folder
23:01 – Step 6: Adding the New Client to a CRM
27:05 – Step 7: Sending a Personalized Welcome Email
34:39 – Live Demo
36:09 – Outro