Multi-Step Client Onboarding
When a new client signs, Claude kicks off automatically. Project folder in Drive, welcome email in Gmail, task in Linear, CRM updated, kickoff on the calendar, onboarding doc drafted. All in under 60 seconds.
What it does
What gets automated
Client fills out one intake form. Claude reads it and triggers the full onboarding sequence in under a minute.
Creates a named project folder in Google Drive, pre-populated with your templates.
Sends a personalized welcome email from your Gmail address with next steps and a meeting invite attached.
Creates tasks in Linear or Asana for your team, assigned to the right people with due dates set.
Updates the CRM record in HubSpot or Pipedrive with intake answers, deal stage, and a notes summary.
What it replaces
Manual process vs. with this automation
How it works
From zero to automated in 4 steps
Connect your tools
We link your Gmail, Drive, Calendar, CRM, and task manager via MCP. One-time setup takes about 2 hours.
Configure your onboarding template
We build your intake form and map each field to downstream actions. You review and approve the flow.
Client submits the form
Claude reads the intake data and executes all 8 onboarding steps in parallel. Your team gets a Slack notification.
You review and go
Check the created folder, review the welcome email draft (or set to send auto), confirm the CRM update. Done.
Powered by Claude
The capabilities under the hood
Connects Gmail, Drive, Calendar, Linear, HubSpot without writing any integration code.
Pre-built skills for Word, PowerPoint, and PDF generation. Onboarding docs match your brand.
CRM updates always arrive in the exact JSON schema your system expects. Never a failed import.
Claude remembers each client's onboarding state across sessions. No repeated questions.
Instant Slack or SMS notification when each onboarding step completes or if one fails.
Integrations
Tools we connect
Pricing
$999
then $99/mo
- Initial setup and tool connection (2-hour session)
- Custom intake form built for your workflow
- All 8 onboarding steps automated
- 30 days of monitoring and tuning
- Ongoing hosting and maintenance at $99/mo
- Email support with 24-hour response
Operated by AIMasterz
We provision, configure, and run this automation under our agency umbrella. You own the data and configs.
Cancellation terms
30-day cancellation with clean handoff
Month-to-month after setup. 30-day notice cancels. Source code snapshot lands in your GitHub org within 30 days. The site keeps running. We revoke admin access. You keep everything.
You own the code, the cloud, and the data. AIMasterz walks away.
FAQ
Common questions
Ready to automate multi-step client onboarding?
Book a 20-minute call. We will confirm your workflow is a fit and give you a timeline and fixed price.