🚀 Save 5+ Hours Every Single Month

Client Onboarding Automation Templates

Automate your entire client onboarding in minutes. No more copying/pasting welcome emails or manually sending contracts.

⚡ 5-Minute Setup
💰 100% Money-Back Guarantee
📦 Instant Download
⏱️ Saves you 30 minutes per new client

🔗 Hot Lead → Booked Discovery Call

Automatically send a personalized email with a Calendly link when a new lead is created in HubSpot.

HubSpot Calendly Gmail
$19 Buy Now
📝 Closes deals 2x faster

📝 Contract Ready → Signed & Notified

When a deal moves to "Contract Sent" stage, automatically send PandaDoc contracts and get Slack alerts.

HubSpot PandaDoc Slack
$19 Buy Now
📦 Professional onboarding in 60 seconds

📦 New Client Welcome Package

Automatically send welcome email with Google Drive folder, intake form, and calendar invite.

PandaDoc Google Drive Gmail
$19 Buy Now
📞 Never forget a follow-up again

📞 Post-Call Follow-Up Automation

After a Calendly call ends, automatically send personalized follow-up with notes and next steps.

Calendly Gmail Google Drive
$19 Buy Now
🎯 Never lose a client in onboarding

🎯 Onboarding Milestone Tracker

Track onboarding progress across 5 key steps and get Slack alerts if anything stalls.

HubSpot Slack Gmail
$19 Buy Now

What Early Testers Are Saying

"Just got these workflows set up — super easy to follow and working great so far!"

— Early Tester #1

Frequently Asked Questions

What automation platforms do these templates work with?
Our templates work with Zapier, Make (formerly Integromat), and n8n. Most workflows can be set up in any of these platforms — choose the one you prefer. All three offer free tiers to get started.
Do I need technical experience to use these templates?
No! Each template includes step-by-step setup instructions. If you can copy-paste and follow directions, you can set these up. The hardest part is connecting your accounts, which we walk you through.
How long does it take to set up a workflow?
Most customers have a workflow running in 15-30 minutes. The simplest ones (like our Slack notifications) can be set up in 5 minutes.
Do I need paid accounts for the connected tools?
All the tools we connect to (HubSpot, Calendly, PandaDoc, Slack, Gmail) have free tiers that work for our templates. You don't need paid accounts to get started.
Can I get a refund?
Absolutely. We offer a 30-day money-back guarantee. No questions asked. Just email us within 30 days of purchase with your order details.

Get All 5 Workflow Templates

Everything you need to automate your entire client onboarding flow.

$95 $67 — all 5 templates
Get All 5 for $67

🔥 UPGRADE: Add Video Tutorials + Setup Docs

  • ✅ Step-by-step video walkthroughs for each workflow
  • ✅ Detailed setup guides with screenshots
  • ✅ Troubleshooting tips & common mistakes to avoid
  • ✅ Bonus: Notion template for tracking client onboarding
+$29 (adds to bundle)
Get Bundle + Upgrade for $96

🔒 30-Day Money-Back Guarantee • Instant Digital Delivery