🚀 “Your next client onboarded in 60 seconds” – powered by n8n
First impressions matter – and a smooth, professional onboarding experience sets the tone for everything that follows. That’s why this automatic client onboarding system was built: to welcome new clients in under 60 seconds, without you lifting a finger.
Here’s how it works:
- 📝 A client fills out a simple n8n web form with key details (company name, contact name, email, etc.)
- 📄 The system instantly generates a personalised NDA using the submitted data
- 💬 A Slack channel is created for real-time collaboration between both teams
- 📆 A Google Calendar invite is scheduled automatically for the kick-off meeting
- 📩 The client receives a custom welcome email containing:
✅ The signed NDA
✅ Slack channel link
✅ Calendar invite
This system transforms a traditionally slow, manual process into a seamless, professional experience – giving clients clarity, confidence, and a stellar first impression.
Whether you’re onboarding one client or ten, this automation scales with you – ensuring every client feels prioritised and ready to roll from day one.
Hi there! In this video, I demonstrate our automated client onboarding system that streamlines the process in just 60 seconds. I walk you through how clients fill out a form, which triggers automation to create welcome emails, NDA documents, and Slack channels—all populated with their information. I also highlight the customisation options available to ensure a personal touch.