Automations & WorkflowsSales, CRM & E-Commerce Office & ProductivityDownload

Client Onboarding Automation

Turn new clients into a smooth, automated onboarding experience — without the back-and-forth.

Not audited. The seller has not ordered a AIMarket24 code audit. The code passed our duplicate and malware check, but review it carefully before buying.

About this app

Client Onboarding Automation is a ready-to-import Make workflow template that turns a messy, manual client start into a consistent, automated onboarding flow. When a new client signs up, the automation welcomes them, collects the information you need, creates their records and next steps, and keeps the process moving without endless back-and-forth emails. What you get: a Make workflow template, a step-by-step setup guide, and the source files included in the download package so you can review, adjust and run it in your own Make account. Honesty note: This is a workflow template, not a done-for-you service and not a hosted app. You will need your own Make account, and Make credits / a Make subscription are not included — Make bills those separately. You will also need to connect your own email, CRM and other tools and map fields to your own setup. Results depend on your offer, your tools and how you configure the workflow; no specific revenue or time-saving result is guaranteed.

Problem it solves

New-client onboarding is slow, inconsistent and easy to drop: welcome emails, intake forms, CRM entries, tasks and follow-ups are done by hand, so clients wait, details get missed, and the first impression suffers.

Key features

✦ Automated welcome sequence
✦ Intake form handling
✦ CRM record creation
✦ Task and reminder creation
✦ Consistent onboarding checklist
✦ Setup guide included

Tech & operating

Built withMake

Tech stackNo-Code

Operating modelBYO keys

External APIs-

AI models-

Monthly running cost$0 / mo

Setup difficultymoderate

DocumentationIncluded

Ownership & legal

Proof of ownershipOriginal workflow template built by the seller; the complete package, including source files, is supplied for delivery and review.

AuthorshipAI-assisted

Included assetsMake workflow templateSetup guideSource files

Transferred accounts-

Managed handoffNo

Known issues

Requires a Make account; Make credits / subscription are not included. You must connect your own tools and adjust field mappings for your stack. This is a template, not a done-for-you setup.