Client Onboarding Autopilot (n8n template)

Client onboarding on autopilot, Google Workspace only. When a client signs, they get a Drive folder with your filled-in template docs, a CRM row, a welcome e-mail with an intake form and three kickoff times they can book in one click.

• Kickoff booked on your Google Calendar with a Meet link

• Gemini summarises the intake into goals, gaps and questions

• Polite chasers until the intake comes back

• Task checklist and a daily stuck-onboarding digest

Includes the n8n workflow, setup guide, sheet templates and a free lite version. One-time payment.