The Problem: Manual Onboarding Was Slowing Us Down
As a growing digital agency, onboarding new clients meant juggling proposal documents, intake forms, welcome emails, project timelines, and task assignments. We were doing everything manually — and it was eating up 4–5 hours per client.
The result?
✅ Delays in project kick-offs
✅ Missed follow-ups
✅ Burnout on repeat tasks
So, we asked: Can we simplify and speed up client onboarding — without writing code?
Yes, we can. And we did.
“Automating routine tasks with no-code tools has dramatically improved our efficiency, allowing us to deliver better service to clients while focusing on the aspects of onboarding that truly matter.”
The Goal: Automate the First 7 Days of Client Engagement
Our aim was to streamline the onboarding experience by creating a system that could handle the essentials without manual intervention. We wanted a setup that would automatically welcome new clients, collect key information through smart and user-friendly forms, create relevant projects and tasks in our internal tools, and instantly notify the right team members. Most importantly, the process needed to feel smooth and personalized — not cold or robotic.
We send clients a branded Typeform link to collect project details, brand assets, login access, and preferences.
