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New Client Onboarder

DIY automation · Zapier, form, Stripe, Gmail, Google Drive, calendar

Same setup steps for every new client?

Sends each new client a welcome email, a shared folder, and a booking link.

CostFreeZapier free plan; multi-step Zaps from $19.99/mo
Time saved~3 hrs/wkauthor's claimSource says: about 3 (author's claim: 13.8 hours a month at 10 new clients a month, about 83 minutes each; the article's own example, not measured)
How easyMediumDIY automation

Consultant / coachAdded 2026-10-18

Turn it on

  1. Trigger on payment or form.
  2. Send welcome email.
  3. Make Drive folder.
  4. Make project.
  5. Send booking link.
  6. Slack heads-up.
See how it's built

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