New Client Onboarding as a Freelancer or Solopreneur

ClickUp

Fillout

Google Sheets

Google Drive

Created by

Spencer Tahil

Relay.app Partner

Relay.app screenshot of: New Client Onboarding as a Freelancer or Solopreneur

Steps in this workflow

New submission

Prompt GPT-4o

Add row to sheet

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)

Paths

If Historic Folders Exist

Move folder

Find Contract (if exists)

Paths

If Contract Exists

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

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

New submission

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Prompt GPT-4o

Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.

Add row to sheet

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)

Paths

A • If Historic Folders Exist

B • If Folders Do NOT Exist

This path will be taken when the rules below match.

Relay.app screenshot of: If Historic Folders Exist

Steps in Path A

Move folder

Find Contract (if exists)

Paths

A • If Contract Exists

B • If Contract Does NOT Exist

This path will be taken when the rules below match.

Relay.app screenshot of: If Contract Exists

Steps in Path A

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