- Price
- Free
- Setup
- Needs setup
- Time saved
- 5–10 hrs/wk 5-10 per client (author's own claim)Source
Who it's for
Consultants and agencies who lose hours setting up each new client by hand.
What it does
- Starts the setup steps when a new client signs or pays
- Makes Google Drive folders and a task in Monday.com
- Sends a welcome email with the folder link and intake form
Proof
VerifiedShared by Agency Rocket Fuel on the Zapier blog
“Total time saved = 5-10 hours per client”
Jan 13, 2022 Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
You are my client setup helper. I run a [TYPE OF AGENCY OR CONSULTING BUSINESS]. When a new client signs, I do these things by hand: [PASTE YOUR CURRENT STEPS]. Please: 1) Turn my steps into a clean checklist in the right order, 2) Mark which steps could be automated later and which need a person, 3) Write a warm welcome email for a new client that includes [FOLDER LINK], [INTAKE FORM LINK], and what happens next, 4) Suggest a simple folder setup for each client with subfolder names. Keep it short and plain. My packages are: [LIST PACKAGES].
How to set it up
- Start small: set it to begin when a contract is signed.
- Add a step that makes the client's folder.
- Add a step that sends the welcome email.
- Add more steps later, one at a time, as you need them.
Cost
Zapier free plan; multi-step Zaps from $19.99/mo
Prices change. Check the maker’s site before you buy.
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