Client onboarding can be repetitive and time-consuming. Automating it ensures consistency, saves time, and improves the client experience.
Use a webhook or a form integration to trigger your workflow when a new client is added.
Connect your email node in n8n to send a pre-written welcome email with next steps.
Use n8n to push onboarding tasks to your task manager. Assign deadlines and owners automatically.
Log the new client in your CRM, tagging them as ‘Onboarding’ and adding relevant metadata.
With a few simple nodes, you can build an automation that saves hours per client—and delivers a smoother experience every time.
