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For marketing agencies

One form. The whole client, set up.

When a client signs, one form submission creates their Drive folders, templated Sheets and Docs, ClickUp tasks, GHL sub-account, Slack channel and welcome email. Fixed price, live in five days.

$997fixed price
5 daysdelivery
Youown everything
What it does

What you get.

  • Creates the client’s Google Drive folder tree from your template
  • Copies and fills your Sheets and Docs templates (reporting sheet, brief, SOPs)
  • Builds the ClickUp list and onboarding tasks with owners and due dates
  • Spins up the GoHighLevel sub-account from your snapshot
  • Opens the client Slack channel and invites the right people
  • Sends the client a welcome email with their links
Stack

Built on your tools.

Make or n8nGoogle DriveGoogle SheetsGoogle DocsClickUpGoHighLevelSlackGmail
✦I built this for a US home services marketing agency: about 40 setup steps now run from one form submission in under two minutes. See the real build →
✦Includes staging build, go-live, written handover and support through 14 days.
How it works

From teardown to live.

01

Free Loom teardown

Describe the workflow and your tools. You get a 15-minute Loom with the plan, or a 30-minute call if you prefer.

02

Fixed-price plan

A written scope, timeline and fixed price, with no retainers and no surprises.

03

Staging build

We build on your real stack in a staging environment, usually within 48 hours.

04

Launch & handover

Go-live, documentation and a support window. You own every account and line of code.

Questions

Before you book.

What if our onboarding is different for SEO and PPC clients?

The form branches. Each service line gets its own folders, templates and ClickUp tasks.

Do you need admin access?

Access to the accounts the build touches, ideally through a dedicated automation user. Everything stays on your accounts.

Make or n8n?

Whichever you already use. If you use neither, I recommend the one that fits your volume and budget.

Show me the workflow you hate.

Send one workflow and get a free 15-minute Loom teardown, or book a call if you’d rather talk it through.