Client Onboarding Autopilot — 4 Tested n8n Workflows for Freelancers & Agencies
You won a new client. Congratulations — now enjoy your 2 hours of admin.Send the contract. Create the invoice. Chase the payment. Add them to your spreadsheet. Set up the project board. Write the welcome email. For every. single. client.Or: they fill one form, and all of it happens automatically.THE CLIENT ONBOARDING AUTOPILOT — 4 production-tested n8n workflows:01 — Client Intake & Contract. A hosted intake form built into n8n (no Typeform subscription). Client submits → they're in your CRM sheet → you get an alert → they instantly receive your contract + deposit invoice.02 — Payment Watcher. The moment their Stripe payment lands: CRM updated to Paid with the amount, you get notified, and they get an email to book the kickoff call.03 — Project Setup. A private Trello board named after the client appears automatically, pre-loaded with an onboarding checklist. Ready before you've even seen the payment notification.04 — Welcome Sequence. Welcome pack email instantly, client tips after 2 days, personal check-in after 7. Clients feel taken care of — without you writing a word.WHY THIS INSTEAD OF A "5,000 WORKFLOW MEGA PACK"?Because you can't use 5,000 untested JSON files. Every workflow in this kit was built and executed against real test data before packaging — the data flows, the expressions resolve, the docs match reality. One hated problem solved completely, not a zip file of homework.WHAT'S IN THE DOWNLOAD• 4 importable n8n workflow files (.json)• Step-by-step Setup Guide (PDF, ~30 min total setup)• CRM spreadsheet template (.csv)• Setup instructions on stickies inside every workflowWHAT YOU NEEDn8n (cloud or free self-hosted), Google Sheets, Gmail, Stripe, Trello — free tiers all work. No coding.FAQOutlook instead of Gmail? Notion instead of Trello? Yes — swap one node type; the guide covers it.No Stripe? Workflows 02–04 trigger on payment webhooks; the guide covers adapting the trigger.SUPPORTReply to your receipt email — answers within 1 business day.
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