New Client Onboarding as a Freelancer or Solopreneur

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Spencer Tahil

Relay.app Partner

This is how I save time and money onboarding new clients.

Steps in this workflow

New submission

Prompt GPT-4o

Add row to sheet

Create folder

Create list

Create task from template

Create [Internal] Google Drive Folder for

Create [Shared] Google Drive Folder in

Create [Internal] Slack Channel for

Create [Shared] Slack channel for

Update row

Find Historic Folder or Notes (if exists)

If Historic Folders Exist

If Folders Do NOT Exist

Path rules

Move folder

Find Contract (if exists)

If Contract Exists

If Contract Does NOT Exist

Path rules

Add link to Contract to

Announce the new client to [Internal] Slack channel (new-clients)

Add Internal Team to

Add bot to channel

Prepare the [Internal] Team in the Internal Slack Channel

Draft "Welcome Email" for

Control Master Onboarding Sheet and Proper System Automations

Share Google Drive Folder [""] with the Client [""]

Add Client to

Wait for a time

Welcome the Client to the their Slack Channel

Send drafted "Welcome Email" to

I'm Spencer, and I build things to save people and businesses time, money, and headaches.

This workflow shows how I onboard new clients. I really despise wasting time, so to keep it really simple, I'm using Relay.app, Fillout, and Google Workspace.

Here's how it works:
↪️ Make an onboarding form using Fillout, Typeform, or even WordPress
↪️ Collect vital, needle-moving onboarding information (for creative agencies, I recommend Leadsie)
↪️ Use Relay.app to trigger a workflow when a new form submission occurs
↪️ Automatically set up client spaces in ClickUp, Google, Slack, and Stripe
↪️ Organize your contracts, files, and team
↪️ Draft a Welcome Email to send to your newest client using OpenAI

Pretty much, save yourself a headache with a single automation. Categorize and automate EVERYTHING so you don't have to hire a virtual assistant just to save time. If you're interested, here's a video walkthrough of this workflow.

Spencer Tahil

Relay.app Partner

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New Client Onboarding as a Freelancer or Solopreneur

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