Zero-Touch Client Onboarding
Intermediate
7 Days
The Challenge
Manual onboarding was error-prone and delayed the actual start of work. The agency couldn't scale without hiring a dedicated onboarding manager.
The Solution
We built a zero-touch onboarding flow. When a client pays the Stripe invoice, n8n automatically generates and sends the contract, provisions the Google Drive, creates the Slack channel, and invites the client.
Business Impact
0 hrs
Manual Work
None
Errors
Instant
Client XP
Key Features Delivered
✓
End-to-end workflow automation✓
Payment-triggered provisioning✓
Automated contract generation✓
Internal team notifications