Client onboarding

★ 6.4 · Make · complex · 88 nodes

Client onboarding is a Make automation template that standardises the process of welcoming and onboarding new clients without manual follow-up. Reach for it when you're tired of sending welcome emails and instructions one by one, when client kick-offs in your agency feel inconsistent, or when new customers get lost in the first days because no one has a clear checklist to follow. The template is part of a repository of 8 Make blueprint scenarios covering common business workflows: blogging, content calendar, e-commerce, event registration, bug tracking, and more. Trigger: not specified. Integrations: defined within each blueprint. It deploys by importing the blueprint file directly into Make — no coding required, fully visual. The focus is on automating the client intake and early onboarding stage, not on project management or CRM pipeline logic. Best suited for small businesses and agencies already running on Make. Not a good fit if you need deep customisation for non-standard processes or integrations with tools that lack a native Make connector.