Automation Showcase: Client onboarding for a marketing agency
The problem
Starting a new client requires welcome emails, forms, folders, document collection and repeated reminders. The account manager performs the same administrative work every time.
Before and after
Several separate emails to the client
Manual folder creation
Forgotten materials
Unclear status at every stage
One trigger starts everything
Progress is visible at every step
The team only handles exceptions
The solution
Automation takes over this work from the moment a deal is won until the team is ready to start the real project. Below is what that process looks like step by step.
How it works, step by step
Client accepted
The deal is marked won and the process begins immediately, without anyone lifting a finger.
Onboarding form sent
A welcome email with the onboarding form goes out to the client right away.
Folders created
A dedicated folder structure is set up before the client has even replied.
Information collected
Company details, goals, and brand materials come back in one structured submission.
Missing materials chased
If something's missing, the client gets a specific reminder automatically, without staff tracking it by hand.
Team notified when ready
Once everything is in, the team gets a single notification and can start the real work.
See it in action
Business impact
- Reduces repetitive setup work at project start
- Helps projects begin sooner
- Prevents missing briefs and assets
- Gives every client a consistent onboarding experience
- Frees the account manager for client-facing work
Sound familiar?
If any of this sounds like your company — we'd love to meet. We'll map your processes and tell you straight what can be done and whether it makes sense.
Process digitization
Effective task monitoring
Personalized automations
Flexible architecture
Frequently asked questions
No. We connect with what you already have — Gmail, HubSpot, Pipedrive, Calendly, Notion, ClickUp, Fakturownia and many more. No migration, no new licences.
Want a similar result in your company?
Let's start with a conversation. Book a free call — 30 minutes. Tell us what work looks like in your company. We'll tell you if and where automation makes sense — and what you can realistically gain.
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