CALIBRATING SYSTEMS
ServicesAgenciesWorkAboutPricingContact
Home / Free resources / Client Onboarding Checklist + Automation Map
Free checklist

Client Onboarding Checklist + Automation Map

Every step of a marketing agency client onboarding, from signed contract to kickoff, with the steps that should be automated marked.

What you get

  • A 40-step checklist split into 6 stages
  • Which steps to automate and which to keep human
  • The single-form trigger that runs the whole thing

Written by Ali Raza Abro, who builds these automations for marketing agencies in Make, n8n, Zapier and GoHighLevel.

Free. No spam. I may send one follow-up email; unsubscribe anytime. See the privacy policy.

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.

Get a free Loom teardownBook a callhello@fastautomation.xyz