Client Onboarding: The Automation Workflow

The exact intake form questions, Claude prompts, automation triggers, welcome email, and kickoff brief template to turn a 3-day onboarding process into 3 hours — without losing the human touch.

Erin James Murphy

May 12, 2026

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9 min read

Client Onboarding: The Automation Workflow

What You Need Before You Build This

This workflow uses tools you likely already have or can access for free or low cost. You do not need to be technical to implement phases 1–3. Phase 4 (automation triggers) requires basic Zapier or Make familiarity.

PHASE 1:- Time to complete: 20 minutes to set up, 10 minutes for the client to fill out

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The Intake Form

^{Replace your discovery follow-up emails with a structured intake form that collects everything Claude needs to build a complete client brief automatically.}

The Intake Form Questions — Copy These Exactly

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