VerifiedClient onboarding
🤝
Client onboarding workflow for agencies
Welcome new clients with a personalized email sequence and a ready-to-go Notion workspace.
Difficulty
Intermediate
Time saved
6 hours/week per client
Tools
4 apps
Best on
Make.com
This is a planning recipe. Check platform-specific steps before going live.
Who this workflow is for
Agency owner — especially Marketing agency.
What this workflow automates
Welcome new clients with a personalized email sequence and a ready-to-go Notion workspace.
Tools required
StripeNotionGmailSlack
Supported platforms
Make.comn8n
Visual workflow
⚡Trigger
New paid invoice
Stripe
✅Action
Create Notion workspace
Notion
✅Action
Send welcome email
Gmail
🔔Action
Notify internal team
Slack
🏁Output
Onboarded
Step-by-step setup
- 1New paid invoice · Stripe
Triggers when a client pays.
- • Add the module
- • Connect your account
- • Map fields
- 2Create Notion workspace · Notion
Duplicate your client template page.
- • Add the module
- • Connect your account
- • Map fields
- 3Send welcome email · Gmail
Send the kickoff email with the workspace link.
- • Add the module
- • Connect your account
- • Map fields
- 4Notify internal team · Slack
Post the new client in #new-clients.
- • Add the module
- • Connect your account
- • Map fields
- 5Onboarded
Client is welcomed and your team knows.
- • Add the module
- • Connect your account
- • Map fields
Want this adapted to your business?
Copy this recipe to your dashboard and tweak it with the AI assistant.
Human approval recommended
- Review the welcome email weekly to keep it fresh.
Testing checklist
- Trigger a $1 test charge in Stripe
- Verify Notion page is created
- Verify welcome email sends
Error handling
- If Notion fails, retry 2x then alert the owner
Common mistakes to avoid
- Hardcoding the client name in the email instead of templating it
Frequently asked questions
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