New Client Onboarding as a Freelancer or Solopreneur

ClickUp integrationsClickUp
Fillout integrationsFillout
Google Sheets integrationsGoogle Sheets
Google Drive integrationsGoogle Drive
Created by
Spencer Tahil
Spencer Tahil
Relay.app Partner
Globe iconLinkedIn logo
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

Steps in this workflow

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

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

1
Fillout logo
New submission
Relay.app screenshot of: Trigger
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
2
OpenAI logo
Prompt GPT-4o
Relay.app screenshot of: Step 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
3
Google Sheets logo
Add row to sheet
Relay.app screenshot of: Step 3: Add row to sheet
AppGoogle Sheets
Documentation
descriptionActions 101
4
ClickUp logo
Create list
Relay.app screenshot of: Step 4: Create list
AppClickUp
Documentation
descriptionActions 101
5
ClickUp logo
Create task from template
Relay.app screenshot of: Step 5: Create task from template
AppClickUp
Documentation
descriptionActions 101
6
Google Drive logo
Create [Internal] Google Drive Folder for
Relay.app screenshot of: Step 6: Create [Internal] Google Drive Folder for
AppGoogle Drive
Documentation
descriptionActions 101
7
Google Drive logo
Create [Shared] Google Drive Folder in
Relay.app screenshot of: Step 7: Create [Shared] Google Drive Folder in
AppGoogle Drive
Documentation
descriptionActions 101
8
Slack logo
Create [Internal] Slack Channel for
Relay.app screenshot of: Step 8: Create [Internal] Slack Channel for
AppSlack
Documentation
descriptionActions 101
9
Slack logo
Create [Shared] Slack channel for
Relay.app screenshot of: Step 9: Create [Shared] Slack channel for
AppSlack
Documentation
descriptionActions 101
10
Google Sheets logo
Update row
Relay.app screenshot of: Step 10: Update row
AppGoogle Sheets
Documentation
descriptionActions 101
11
Google Drive logo
Find Historic Folder or Notes (if exists)
Relay.app screenshot of: Step 11: Find Historic Folder or Notes (if exists)
AppGoogle Drive
Documentation
descriptionActions 101
Paths
If Historic Folders Exist
If Folders Do NOT Exist
This path will be taken when the rules below match.
Relay.app screenshot of: Path: If Historic Folders Exist
Paths make it super easy to create complex, multi-outcome workflows.
Documentation
descriptionFlow control: paths
12
Google Drive logo
Move folder
Relay.app screenshot of: Step 12: Move folder
AppGoogle Drive
Documentation
descriptionActions 101
13
Google Drive logo
Find Contract (if exists)
Relay.app screenshot of: Step 13: Find Contract (if exists)
AppGoogle Drive
Documentation
descriptionActions 101
Paths
If Contract Exists
If Contract Does NOT Exist
This path will be taken when the rules below match.
Relay.app screenshot of: Path: If Contract Exists
Paths make it super easy to create complex, multi-outcome workflows.
Documentation
descriptionFlow control: paths
14
Google Sheets logo
Add link to Contract to
Relay.app screenshot of: Step 14: Add link to Contract to
AppGoogle Sheets
Documentation
descriptionActions 101
15
Slack logo
Announce the new client to [Internal] Slack channel (new-clients)
Relay.app screenshot of: Step 15: Announce the new client to [Internal] Slack channel (new-clients)
AppSlack
Documentation
descriptionActions 101
16
Slack logo
Add Internal Team to
Relay.app screenshot of: Step 16: Add Internal Team to
AppSlack
Documentation
descriptionActions 101
17
Slack logo
Add bot to channel
Relay.app screenshot of: Step 17: Add bot to channel
AppSlack
Documentation
descriptionActions 101
18
Slack logo
Add bot to channel
Relay.app screenshot of: Step 18: Add bot to channel
AppSlack
Documentation
descriptionActions 101
19
Slack logo
Prepare the [Internal] Team in the Internal Slack Channel
Relay.app screenshot of: Step 19: Prepare the [Internal] Team in the Internal Slack Channel
AppSlack
Documentation
descriptionActions 101
20
Gmail logo
Draft "Welcome Email" for
Relay.app screenshot of: Step 20: Draft "Welcome Email" for
AppGmail
Documentation
descriptionActions 101
21
Relay.app logo
Control Master Onboarding Sheet and Proper System Automations
Relay.app screenshot of: Step 21: Control Master Onboarding Sheet and Proper System Automations
Documentation
descriptionActions 101
22
Google Drive logo
Share Google Drive Folder [""] with the Client [""]
Relay.app screenshot of: Step 22: Share Google Drive Folder [""] with the Client [""]
AppGoogle Drive
Documentation
descriptionActions 101
23
Slack logo
Add Client to
Relay.app screenshot of: Step 23: Add Client to
AppSlack
Documentation
descriptionActions 101
24
Relay.app logo
Wait for a time
Relay.app screenshot of: Step 24: Wait for a time
Documentation
descriptionActions 101
25
Slack logo
Welcome the Client to the their Slack Channel
Relay.app screenshot of: Step 25: Welcome the Client to the their Slack Channel
AppSlack
Documentation
descriptionActions 101
26
Gmail logo
Send drafted "Welcome Email" to
Relay.app screenshot of: Step 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
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New Client Onboarding as a Freelancer or Solopreneur