Client Onboarding Automation with Make.com — Form to CRM in Seconds

About this Gig

Stop spending 20+ minutes manually onboarding every new client — creating folders, writing confirmation emails, and updating spreadsheets by hand. I build fully automated client onboarding systems using Make.com that run 24/7. When a client submits your intake form, the system automatically creates their project folder, generates a project brief, sends a confirmation email, and updates your tracker — all without you touching anything. This is a tested, working system (not a mockup) — see my portfolio video showing the exact workflow in action. What's included: ✅ Form submission trigger (Google Forms/Typeform) ✅ Auto-created project folder (Google Drive) ✅ Auto-generated project brief ✅ Instant confirmation email to client ✅ Tracker (Google Sheets/Airtable/Notion) auto-updated Perfect for agencies, coaches, consultants, and service businesses that onboard clients regularly. I also build custom AI-powered automations — lead scoring, CRM routing, chatbot integrations — so if your need is different, message me and I'll scope it.

Requirements

Please share: (1) which form tool you use (Google Forms, Typeform, etc.), (2) which CRM/tracker you want updated (Google Sheets, Airtable, Notion), (3) the fields you currently collect from new clients, and (4) whether you already have a Make.com account.

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