Client Onboarding Autopilot for Freelancers (n8n)

Onboard every new client the same polished way, without the copy-paste.

WHO IT'S FOR

Freelancers, consultants and small agencies (designers, developers, writers, marketers, VAs) who onboard clients every month and want each one to get a consistent, professional start.

WHAT IT DOES

A new client fills in your intake form (the built-in n8n form, or Typeform/Tally/your website through the included webhook). The workflow then:

- Validates and tidies the details and skips duplicate submissions

- Creates a Google Drive client folder with Brief / Assets / Deliverables / Invoices subfolders

- Copies your brief template Google Doc into the Brief folder (and can share the folder with the client)

- Adds the client to your Google Sheets client tracker

- Creates Trello cards from your checklist for that project type, with due dates spread up to the deadline (or logs tasks to a Sheets tab instead)

- Sends a branded welcome email with next steps and your kickoff-call booking link

- Notifies you on Slack (Telegram node included)

Every morning it checks your tracker and sends polite invoice reminders 3 days before, 1 day after and 7 days after the due date. Each one is sent only once and recorded in the sheet. Every Monday you get a summary of active clients, upcoming deadlines and overdue invoices. If anything fails, an error alert tells you where.

WHAT'S INCLUDED

- The workflow, ready to import (44 working nodes with step-by-step sticky notes on the canvas)

- One CONFIG node holding every setting you need to change

- A setup guide covering a 10-step setup, customisation, troubleshooting and FAQ

- Google Sheets header templates for the client tracker and task list

- A starter project brief template

- A sample webhook payload, plus HTML previews of the welcome and reminder emails

REQUIREMENTS

- n8n 1.x, on n8n Cloud or self-hosted (not included)

- A Google account (Gmail, Drive, Sheets)

- Slack or Telegram for notifications

- Trello (optional)

- Any third-party plan or API costs are your own.

This is a workflow template, not a hosted service. You run it in your own n8n, and your client data stays in your own accounts.