n8nfrom $1,450
Inbound lead router and enricher
Every inbound lead lands enriched, scored, assigned, and acknowledged inside ninety seconds, whichever channel it arrived through.
n8nClient delivery
Client onboarding pipeline
Contract signed to kickoff call booked with no human touching a checklist: accounts created, folders built, welcome sequence running.
Starting price$1,650fixed against a written scope
Build window5 to 8 daysfrom access and answers
Hours returned18 a monthconservative end of the range
Payback3 monthsat $38 an hour loaded
The problem
Why this exists
Onboarding is fifteen small tasks across six systems. Miss two and the client's first week feels amateur, which is exactly the week they decide whether they made a good decision.
Trigger
Signed envelope webhook from the e-signature provider.
The build
What it does, in order
- 01
Create the client record
CRM company and deal move to won, with the signed document attached to the record.
- 02
Provision workspace
Project folder from template, shared drive permissions, project board with the standard task set, dated from the start date.
- 03
Create accounts
Tool seats provisioned with the right role, invitations sent, credentials into the password vault, never into email.
- 04
Book the kickoff
Scheduling link scoped to the delivery lead's real availability, with a hold placed if nothing is booked in three days.
- 05
Run the welcome sequence
Day 0 welcome with who does what, day 2 the intake questionnaire, day 5 a nudge if the questionnaire is still open.
- 06
Alert on stall
If any step is incomplete after its SLA, the account owner is pinged with the specific missing item.
The guard rails
What stops it doing damage
This is the part that separates an automation that runs for years from one that quietly corrupts your data for a month.
- Every provisioning step is idempotent, so a re-run repairs rather than duplicates
- Credentials never travel through email or chat, only a vault share link
- Rollback path that deprovisions cleanly if a deal is reversed within the cooling period
- Template versioning, so improving the template does not rewrite live client workspaces
Honest limits
When this is the wrong automation
You onboard fewer than two clients a month and every one is structurally different. Build the checklist first, run it manually ten times, then automate the version that survived.
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Document intake and data extraction
PDFs, scans, and photographed paperwork arrive by email and come out the other side as validated structured records in your system.
Want this one built?
Send the form and we come back within 24 hours with a fixed price, a scope, and a date.