The Complete B2B Agency Client Onboarding OS
Turn 60 minutes of manual agency onboarding into a 30-second automated workflow.
The Problem:
Setting up every new client manually—creating Google Drive folders, creating spreadsheet rows, sending intake emails, and alerting your team—wastes hours every month and creates a slow, unprofessional client experience.
The Solution:
The B2B Agency Client Onboarding OS is a complete, plug-and-play operational hub + automation engine designed to handle 100% of your new client onboarding on autopilot.
What's Included:
Master Client Operations Hub (Google Sheets Template): Monitor retainers, contract statuses, and onboarding deliverables in real time.
Make.com 1-Click Automation Blueprint: Auto-triggers on payment \rightarrow Creates client database entries \rightarrow Provisions Drive folders \rightarrow Triggers intake sequences \rightarrow Alerts team.
Client Communication & Intake SOP Templates: Copy-and-paste email sequences, kickoff agendas, and intake forms.
Setup Guide: Get fully up and running in under 15 minutes.
❓ Frequently Asked Questions (FAQ)
Q: Do I need a paid Make.com or Google account to use this?
A: No! You can use a 100% free Google account and the free tier of Make.com (which includes 1,000 free operations/month, more than enough for most growing agencies).
Q: How do I get access to the Google Sheet?
A: Immediately after purchase, you will download a PDF guide containing a one-click template link. Clicking this link automatically generates a private, fully editable copy of the master sheet in your own Google Drive.
Q: Is this difficult to set up if I’m not technical?
A: Not at all. The entire bundle comes with a step-by-step 15-minute implementation guide. All you need to do is copy the blueprint, authenticate your accounts, and turn the switch on.
Q: Can I customize the fields and columns?
A: Yes! It is 100% customizable. You can add extra columns for custom services, change status names, or tweak the automated workflow to fit your exact agency structure.
Q: Can I use this for multiple agency clients/projects?
A: Absolutely. You receive a full commercial license to use this system across all your existing and future agency clients forever with zero ongoing monthly fees.
