Client Onboarding Autopilot
A new-client form submission becomes a CRM record, a drafted engagement letter, and a live task checklist — automatically, with your team approving before anything goes out.
$179AUD
+ $149 AUD for done-for-you setup
Download pack — $179Buy with setup — $328Setup time: ~30 minutesDeploy on n8n, Zapier, Temporal — DIY download ships as an n8n export today; other platforms via done-for-you setup.
What's included
Workflow export (JSON)
workflow.json
Setup guide
SETUP.md
Configuration checklist
CONFIG-CHECKLIST.md
What this replaces
VALUE-NOTE.md
Prerequisites
You'll need these in place before setting up the pack. Most businesses already have them; the setup guide covers wiring.
- An automation platform — n8n, Zapier, or Temporal (we can help you choose)
- CRM with REST API (HubSpot, Pipedrive, Salesforce, or similar)
- OpenAI API key (or swap for Claude/Groq/local LLM)
- Notification endpoint (Slack webhook, Teams, or email service)
What it replaces
Manual work this automation handles — the time savings come from not doing these by hand anymore.
- Manual data entry into your CRM for each new client
- Opening a template and filling in engagement letter details by hand
- Remembering (or looking up) the first-week task list for each engagement type
- Email chains to notify team members a new client is ready
Is this pack for you?
Best for
- Practices onboarding 5+ clients per month
- Engagement letters that follow consistent templates
- First-week tasks predictable by engagement type
- Teams comfortable with AI-assisted drafting (human review)
Probably not for
- Practices onboarding 1-2 clients per quarter
- Every engagement bespoke with unique terms
- No CRM or unwilling to set one up
- Uncomfortable with AI touching client communications
Honest limitations
- — Quality depends on your engagement letter templates
- — CRM integration requires API access (some plans don't include it)
- — Not plug-and-play — you'll configure for ~30 minutes
- — Won't fix a broken onboarding process, just makes it faster
Ready to automate your onboarding?
Download the pack and deploy it yourself, or add our setup service and we'll configure it for your practice.
$179
Pack only
or
$328
With setup