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New Client Onboarding as a Freelancer or Solopreneur

New Client Onboarding as a Freelancer or Solopreneur

Relay.app screenshot of: New Client Onboarding as a Freelancer or Solopreneur
Relay.app screenshot of: New Client Onboarding as a Freelancer or SolopreneurRelay.app screenshot of: New Client Onboarding as a Freelancer or SolopreneurRelay.app screenshot of: New Client Onboarding as a Freelancer or SolopreneurRelay.app screenshot of: New Client Onboarding as a Freelancer or Solopreneur
Spencer Tahil
Spencer Tahil
Relay.app Partner
Globe iconLinkedIn logo

This is how I save time and money onboarding new clients.

ClickUp integrationsClickUp
Fillout integrationsFillout
Google Sheets integrationsGoogle Sheets
Google Drive integrationsGoogle Drive

Steps in this workflow

1
New submission
2
Prompt GPT-4o
3
Add row to sheet
4
Create list
5
Create task from template
6
Create [Internal] Google Drive Folder for
7
Create [Shared] Google Drive Folder in
8
Create [Internal] Slack Channel for
9
Create [Shared] Slack channel for
10
Update row
11
Find Historic Folder or Notes (if exists)
If Historic Folders Exist
If Folders Do NOT Exist
Path rules
12
Move folder
13
Find Contract (if exists)
If Contract Exists
If Contract Does NOT Exist
Path rules
14
Add link to Contract to
15
Announce the new client to [Internal] Slack channel (new-clients)
16
Add Internal Team to
17
Add bot to channel
18
Add bot to channel
19
Prepare the [Internal] Team in the Internal Slack Channel
20
Draft "Welcome Email" for
21
Control Master Onboarding Sheet and Proper System Automations
22
Share Google Drive Folder [""] with the Client [""]
23
Add Client to
24
Wait for a time
25
Welcome the Client to the their Slack Channel
26
Send drafted "Welcome Email" to

How it works

Relay.app screenshot of: Trigger
1
New submission
App Fillout
Trigger New submission
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
smart_displayHow To Set Up A Trigger - Tutorial
Relay.app screenshot of: Step 2: Prompt GPT-4o
2
Prompt GPT-4o
AppOpenAI
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 3: Add row to sheet
3
Add row to sheet
AppGoogle Sheets
Documentation
descriptionActions 101
Relay.app screenshot of: Step 4: Create list
4
Create list
AppClickUp
Documentation
descriptionActions 101
Relay.app screenshot of: Step 5: Create task from template
5
Create task from template
AppClickUp
Documentation
descriptionActions 101
Relay.app screenshot of: Step 6: Create [Internal] Google Drive Folder for
6
Create [Internal] Google Drive Folder for
AppGoogle Drive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 7: Create [Shared] Google Drive Folder in
7
Create [Shared] Google Drive Folder in
AppGoogle Drive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 8: Create [Internal] Slack Channel for
8
Create [Internal] Slack Channel for
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 9: Create [Shared] Slack channel for
9
Create [Shared] Slack channel for
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 10: Update row
10
Update row
AppGoogle Sheets
Documentation
descriptionActions 101
Relay.app screenshot of: Step 11: Find Historic Folder or Notes (if exists)
11
Find Historic Folder or Notes (if exists)
AppGoogle Drive
Documentation
descriptionActions 101
If Historic Folders Exist
If Folders Do NOT Exist
Relay.app screenshot of: Path: If Historic Folders Exist
If Historic Folders Exist
Paths let you create sophisticated, multi-outcome workflows with unparalleled ease and flexibility.
Documentation
descriptionFlow control: paths
Relay.app screenshot of: Step 12: Move folder
12
Move folder
AppGoogle Drive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 13: Find Contract (if exists)
13
Find Contract (if exists)
AppGoogle Drive
Documentation
descriptionActions 101
If Contract Exists
If Contract Does NOT Exist
Relay.app screenshot of: Path: If Contract Exists
If Contract Exists
Paths let you create sophisticated, multi-outcome workflows with unparalleled ease and flexibility.
Documentation
descriptionFlow control: paths
Relay.app screenshot of: Step 14: Add link to Contract to
14
Add link to Contract to
AppGoogle Sheets
Documentation
descriptionActions 101
Relay.app screenshot of: Step 15: Announce the new client to [Internal] Slack channel (new-clients)
15
Announce the new client to [Internal] Slack channel (new-clients)
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 16: Add Internal Team to
16
Add Internal Team to
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 17: Add bot to channel
17
Add bot to channel
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 18: Add bot to channel
18
Add bot to channel
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 19: Prepare the [Internal] Team in the Internal Slack Channel
19
Prepare the [Internal] Team in the Internal Slack Channel
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 20: Draft "Welcome Email" for
20
Draft "Welcome Email" for
AppGmail
Documentation
descriptionActions 101
Relay.app screenshot of: Step 21: Control Master Onboarding Sheet and Proper System Automations
21
Control Master Onboarding Sheet and Proper System Automations
Documentation
descriptionActions 101
Relay.app screenshot of: Step 22: Share Google Drive Folder [""] with the Client [""]
22
Share Google Drive Folder [""] with the Client [""]
AppGoogle Drive
Documentation
descriptionActions 101
Relay.app screenshot of: Step 23: Add Client to
23
Add Client to
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 24: Wait for a time
24
Wait for a time
Documentation
descriptionActions 101
Relay.app screenshot of: Step 25: Welcome the Client to the their Slack Channel
25
Welcome the Client to the their Slack Channel
AppSlack
Documentation
descriptionActions 101
Relay.app screenshot of: Step 26: Send drafted "Welcome Email" to
26
Send drafted "Welcome Email" to
AppGmail
Documentation
descriptionActions 101
Author picture (Spencer Tahil)

I'm Spencer, and I build things to save people and businesses time, money, and headaches.

This workflow shows how I onboard new clients. I really despise wasting time, so to keep it really simple, I'm using Relay.app, Fillout, and Google Workspace.

Here's how it works:
↪️ Make an onboarding form using Fillout, Typeform, or even WordPress
↪️ Collect vital, needle-moving onboarding information (for creative agencies, I recommend Leadsie)
↪️ Use Relay.app to trigger a workflow when a new form submission occurs
↪️ Automatically set up client spaces in ClickUp, Google, Slack, and Stripe
↪️ Organize your contracts, files, and team
↪️ Draft a Welcome Email to send to your newest client using OpenAI

Pretty much, save yourself a headache with a single automation. Categorize and automate EVERYTHING so you don't have to hire a virtual assistant just to save time. If you're interested, here's a video walkthrough of this workflow.

Spencer Tahil
Relay.app Partner