Stop onboarding clients by hand — let Make do it for you
The moment a new client is added, Make automatically sends a welcome email, intake form link, contract link, and onboarding document. No copy-paste. No follow-up chasing. Works while you sleep.
Secure checkout via Stripe · Instant delivery · Built for Make
Everything in the bundle
What you get when you buy
- Make (Integromat) scenario blueprint — JSON file you import in one click
- Welcome email copy template — personalised, professional, ready to paste
- Intake form link delivery module — pre-configured for Typeform, Tally, or Google Forms
- Contract link automation — works with DocuSign, PandaDoc, or any shareable link
- Onboarding document template — editable Google Doc or Notion page included
- One-time purchase · Instant delivery · No subscription
One-time purchase
$27
The automation
Four steps. One new client. Zero manual work.
Each step runs automatically. Together they take a new client from zero context to fully onboarded — without you lifting a finger.
A trigger fires the moment a new client record is created in your CRM, spreadsheet, or form tool. No manual action required — the scenario watches for new entries 24/7.
⏱ Triggers instantly on new record
A personalised welcome email goes out to the new client with your name, business details, and a summary of next steps. Warm and professional — without typing a word.
⏱ Sends within seconds of trigger
The client receives a follow-up message with your intake or discovery form link. Pre-filled with their name where possible. Collects the information you need before the first call.
⏱ Sends 5 minutes after welcome email
Once the intake form is submitted, the scenario sends the contract link and your onboarding document automatically. Everything the client needs to get started — delivered without chasing.
⏱ Sends after intake form submission
Setup in three steps
From purchase to live in under an hour
Buy & download
Complete checkout and receive the Make blueprint JSON, all email/document copy files, and the platform setup guide instantly.
Import the blueprint
In Make, create a new scenario and click Import Blueprint. Connect your trigger source (CRM, spreadsheet, or form tool). Takes under five minutes.
Connect & go live
Add your email provider, paste in your copy, link your intake form and contract tool, then activate the scenario. Every new client now onboards automatically.
First impressions, automated
Every new client gets the same warm welcome
Operators who wired this template into their stack and never re-thought day-to-day again.
Frequently asked questions
Questions before you buy
Frequently bought together
Pairs well with this
Operators who buy this template usually grab Invoice Follow-up Sequence alongside — same Make + Notion pattern, complementary trigger.
Trigger 3 / 7 / 14-day invoice reminders in Make — stop when the invoice is paid.
Stop copying and pasting for every new client.
One-time purchase. Instant delivery. Your entire client onboarding sequence, built and running before the end of today.
One-time purchase · Instant delivery · Built for Make · Works for freelancers & small agencies