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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.

See how it's built
Price
Free
Setup
Medium
Time saved
~3 hrs/wk 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)Source

Who it's for

Consultants and coaches who send the same welcome email, folder and booking link to every new client.

What it does

  • Starts when a new client pays or fills out your form
  • Sends a welcome email and makes a Google Drive folder
  • Sends your booking link and gives your team a heads-up

Proof

Not verifiedShared by Accelrio

The article's example estimates about 83 minutes saved per client, or about 13.8 hours a month at 10 new clients.

Jun 13, 2026 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 
Help me build a simple new-client welcome kit I can send by hand. My business: [WHAT YOU DO]. A new client usually needs: [WHAT THEY NEED, e.g. intake form, shared folder, first call]. My booking link is [LINK]. Please write: 1) a short welcome email that greets the client by [FIRST NAME], says what happens next, and includes the booking link, 2) a list of folder names to set up for each client, 3) a short checklist of every step I do for a new client, in order, and 4) a two-line note I can post to my team so they know a new client signed. Keep it warm and plain.

How to set it up

  1. Pick what starts it: a paid Stripe payment or a filled-out form.
  2. Add a filter so it only runs for paid clients.
  3. Add a welcome email that uses the client's first name.
  4. Add steps to make a Drive folder and send your booking link.
  5. Add a Slack or Teams message so your team can prepare.

Cost

Zapier free plan; multi-step Zaps from $19.99/mo

Prices change. Check the maker’s site before you buy.

See how it's built

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