A new client set up the moment the deal is won
When a deal is marked won, the client's folder is made from your template and the welcome email goes out with the next steps.
For agencies, consultants and freelancers who onboard clients the same way each time
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Automation workflowWhat this template does
The first week with a new client sets the tone, and it usually starts with somebody making folders by hand. When a deal is marked won in your CRM, the client's folder is created from your template and a welcome email goes out with the kickoff link and what you need from them.
Prefilled for you
- The brief it fills in
When a deal is marked won in our CRM, create the client's folder from our template and send the welcome email with the kickoff booking link and the list of what we need from them.
- Systems it connects
- HubSpot or Pipedrive
- Google Drive or OneDrive
- Gmail or Outlook
- Kind of job
- Automations - Agencies and freelancers
What you get
- One integration built, tested and running on your own accounts
- The steps written down, so both sides know exactly what runs
- Checked by a person before it is handed over
- Changes until you approve it
What you provide
- Your CRM, with access
- The folder template you use
- The welcome email you send today
Questions about this template
- What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
- How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
- My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.
Ready to run this recipe?
The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.