VentureOnboard v1.0 - Smart Client Onboarding System for Make

A new client should trigger a reliable system - not a memory test.

VentureOnboard v1.0 is a ready-to-configure Make automation for freelancers, consultants, coaches, agencies, virtual assistants, service businesses, and small teams. Import the seven-module blueprint, connect your own Google Sheets and Gmail accounts, customize the messages, test with the included tools, and activate your onboarding flow.

WHAT THE WORKFLOW DOES

• Receives new-client data through a custom webhook

• Adds the client to a structured Google Sheets registry

• Sends a personalized welcome email through Gmail

• Marks Welcome Email Sent as Yes

• Sends one internal new-client notification to your business

• Sets Onboarding Status to In Progress

• Returns an HTTP 200 JSON success response

WHAT YOU RECEIVE

• Buyer-neutral VentureOnboard v1.0 Make blueprint JSON

• VentureOnboard Client Registry workbook with Clients, Dashboard, and Setup tabs

• Quick Start Guide

• Detailed Setup & Configuration Guide

• Licence & Support Policy

• Fictional webhook payload

• Ready-to-use cURL test command

• Importable Postman collection with response checks

• Email customization reference and configuration checklist

IMPORTANT PRODUCT BOUNDARIES

This is a downloadable Make template and support package, not hosted software or a subscription. It does not include Make, Google Workspace, Gmail, form, CRM, checkout, hosting, or other third-party accounts or fees. Core v1.0 does not create a Drive folder and does not mark onboarding Complete. A future standalone browser app, if released, will be a separate add-on.

LICENCE & SUPPORT

The standard licence covers one purchaser using the files in one business or one client/business environment. No resale, redistribution, sublicensing, public sharing, or repackaging. Product support is provided only through Payhip's customer-support/message channel and does not include done-for-you implementation or custom development.

Import the workflow, connect your accounts, test safely, and give every new client a more consistent welcome.

Adeadeniyi AI & Digital Solutions

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