New client onboarding initiated for John Doe
Project folder created in Google Drive: Clients/John Doe — 2024-09
Onboarding task checklist created in ClickUp:
- Introduction and kickoff (due 2024-09-16)
- Brand assets collection (due 2024-09-18)
- Meeting scheduling (due 2024-09-19)
- Invoices and payment setup (due 2024-09-20)
- Deliverables discussion (due 2024-09-23)
- Project timeline review (due 2024-09-25)
- Team introduction (due 2024-09-26)
- Next steps and expectations (due 2024-09-27)
Client kickoff email sent with scheduling link: https://cal.com/youragency/kickoff
Client enrolled in 3-email welcome sequence
Notification sent to team in Slack: New client onboarding started for John Doe
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A production-ready Make.com scenario that turns a signed proposal into a fully kicked-off client — while you're still celebrating the close. The instant your e-sign or proposal tool fires (PandaDoc, DocuSign, HelloSign, or even a Typeform/Stripe webhook), this automation builds a standardized Google Drive project folder with your sub-folder template, creates a dated onboarding task checklist in ClickUp, sends the client a polished kickoff email (with your scheduling link and their project workspace), enrolls them in a 3-email welcome sequence in your ESP, and pings your team in Slack. One place to configure everything, sensible fallbacks so partial payloads still run, and a router-based design so a flaky Slack post never blocks folder or task creation.
WHAT'S INSIDE:
- One importable Make blueprint (.json) — 11 modules across a clean 3-branch router, ready to import via Import Blueprint.
- A signed-proposal webhook trigger with wiring notes for PandaDoc, DocuSign, HelloSign/Dropbox Sign, Typeform, and Stripe.
- A single normalization step: map your tool's fields once, every downstream module reads from it — swap proposal tools without touching the rest.
- Google Drive project folder + editable sub-folder template (Signed Contract, Brand Assets, Deliverables, Meeting Notes, Invoices).
- An 8-item onboarding task template with day-offset due dates that auto-schedule from the project start date (swap ClickUp for Asana/Notion/Trello/Monday — module stays the same).
- A fully written, on-brand HTML kickoff email that books the call, links the workspace, and sets expectations.
- The complete copy for a 3-email welcome sequence (Day 1 / Day 3 / Day 7) plus how to wire it as a tag-triggered journey in Mailchimp/ActiveCampaign/HubSpot.
- An internal Slack signing notification.
- A ~15-minute setup checklist embedded in the blueprint notes, with per-module connection instructions.
WHO IT'S FOR: agencies, consultants, and studios who close deals faster than they onboard them — and want every new client to feel taken care of from minute one, without the manual scramble.
HONEST NOTES: this is a blueprint plus the copy and playbook around it, not a hosted service. You bring your own Make.com account and connect your tools (Drive, ClickUp, Gmail/Workspace, your ESP, Slack). Module identifiers target current Make app versions; on import you'll connect each account and paste a few IDs (parent folder, list, audience, channel). Everything you must replace is labeled in the module notes.
