Client Onboarding Autopilot

What it does & who it's for

Client Onboarding Autopilot is a production-ready Make.com scenario pack that runs your entire client onboarding the moment a proposal is signed. The signature webhook fires and, before you have finished your coffee: the payload is parsed and validated (bad events get an HTTP 400 with every problem named — nothing half-onboards), a Google Drive workspace is created with six templated subfolders, the client is upserted into your CRM with the full proposal context, a kickoff email with your onboarding questionnaire link lands in their inbox, a dedicated Slack channel (cl-client-slug) is created with your delivery team invited and a kickoff brief posted, and six templated tasks are seeded into your project tool with staggered due dates. Three days later, if the questionnaire still has not come back, the client gets one polite reminder and your team gets a nudge in the client's channel — then it stops. Nobody is ever nagged twice. It is built for studios, agencies and consultancies where onboarding is a checklist someone runs by hand — usually late, occasionally half-done. Every branch point ships both ways: HubSpot is the default CRM with a full Airtable alternative behind a router (search on email, then update-or-create, so both branches are true upserts and a re-signed proposal never duplicates a client); Asana is the default task tool with an identical ClickUp branch; and the trigger is a tool-agnostic webhook with documented wiring for PandaDoc and DocuSign, including per-field payload mapping tables and a native-trigger variant if you prefer OAuth to webhooks. Everything is the real Make blueprint format: two importable scenarios totalling 30 modules — routers with named filters on every branch, an iterator/aggregator pair for the folder template, connection placeholders you attach once after import, and canvas notes documenting each stage. The 3-day reminder is engineered honestly: Make's Sleep module caps at 5 minutes, so instead of a fragile sleeping execution this pack uses a daily sweep scenario that reads reminder state from your CRM (sent / submitted / reminded flags) and posts a questionnaire_reminder event back to the main webhook, where a twice-filtered route sends the nudge. State lives in your CRM, so redeploys and incidents can never lose or double-fire a reminder — and the whole pattern costs 1-2 operations a day. The difference between this and wiring it yourself is the edge-case work already done: multi-error validation instead of fail-on-first, instant 200 responses so your e-sign tool never times out, upserts everywhere a duplicate could hide, three independent guards on the reminder, documented handlers for re-signed proposals and taken Slack channel names, and a field-mapping guide that covers adding your own fields end to end. Setup is 60-90 minutes with the included guide, which walks every module, every credential and every placeholder. Try the interactive demo first — it replays the exact module logic on a sample client, hop by hop, including the day-3 reminder and the 400 rejection path, so you can see precisely what you are buying.

Version history

1. v1.0Latest2 Aug 2026

Licence & terms

These terms are snapshotted at purchase — what you see here is what applies to your order.

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