Client Onboarding & Project Kickoff Systems

You already sold the client. Now the real work begins. We build Make.com onboarding flows that collect requirements, set up projects, and keep everyone updated — without you living in your inbox.

What this can include:

  • Automated welcome emails & intake forms

  • Scope of Work auto-generation from client answers

  • Auto-create projects/tasks in tools like ClickUp, Asana, Trello, Notion

  • Slack/Teams notifications for your internal team

  • Client status updates and reminders automatically triggered

Outcome strip:

🧾 Result: Clients feel taken care of. Your team knows exactly what to do and when.

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