No-Code Client Onboarding Automation System — Complete 6-Stage Workflow

A complete 6-stage onboarding system for freelancers and agencies. Covers the full client lifecycle: Sign → Intake → Setup → Kickoff → Deliver → Feedback. Built using only free and low-cost tools.— Complete 6-stage workflow: Sign → Intake → Setup → Kickoff → Deliver → Feedback— Ready-to-use email templates for every stage — just copy, paste, and customize— Client intake form (Google Forms) with conditional logic for different project types— Welcome packet template in Canva — fully editable with your brand colors— Project kickoff meeting agenda with talking points and timeline template— 3 no-code automation recipes (Make/Zapier) — zero technical skill required— All tools are free or have generous free tiers — zero additional software cost— PDF guide + editable templates included — lifetime access with free updates

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