Done-for-You Client Onboarding System 🚀 (For Startups & Solopreneurs)

Tired of manually onboarding new clients?
This Client Onboarding Automation System saves you hours every week by streamlining the entire process:

✅ One Form = Everything Set Up

• Creates client folders in Google Drive automatically
• Sets up project lists & tasks in ClickUp
• Configures a dedicated Slack channel with a welcome message
• Sends personalized onboarding emails via Gmail

✅ AI-Powered Smart Setup

• Parses your proposal & scoping docs
• Extracts actionable tasks with due dates
• Automatically assigns them inside ClickUp

✅ Perfect For

• Startups who want professional onboarding without hiring extra staff
• Solopreneurs who want to save time and impress clients from Day 1

You’ll receive:

• Ready-to-use automation workflows
• Step-by-step setup guide (no coding needed)
• API integration instructions for Google Drive, Slack, ClickUp & Gmail
• Lifetime updates for improvements

⚡ With this system, you’ll turn client onboarding from a 2-hour manual job into a 2-minute automated workflow.