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SYS–05 · Client Operations

Client Onboarding Flow

Turn a submitted client form into a complete record, welcome sequence and discovery handoff.

TypeAutomation pipeline
Build windowScoped per engagement
Stackn8n · Google Sheets · Gmail
StatusOperational demonstrator
CLIENT ONBOARDING FLOW · SYS–05LIVE · N8NCOLLECTED FROM THE CLIENTContactCompanyObjectivesBottlenecksToolsNODE 01Form received0.0sNODE 02Clean + prepare0.4sNODE 03Client ID + timestamp0.8sNODE 04Owner + status assigned1.1sNODE 05Saved · Google Sheets1.4sTO THE CLIENTWelcome email + call linkTO SOLVENFull onboarding summaryCLIENT IDSLV-01425 NODES / 2 MESSAGES SENT / 0 COPY-PASTECOMPLETE
How Client Onboarding Flow runs · demonstrator on test data
What it does

Client Operations, handled.

A structured five-node onboarding automation that collects client and company information, cleans and prepares the submission, creates a unique client ID, records ownership and status, stores the information centrally and triggers the next communications.

01

Collects contact and company information

02

Records objectives, bottlenecks and existing tools

03

Cleans the submitted email address

04

Creates a unique client ID and timestamp

05

Assigns an initial owner and status

06

Saves the information in Google Sheets

07

Sends the client a professional welcome email and discovery-call link

08

Sends Solven the complete onboarding summary

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Want onboarding that runs itself?

We’ll set it up around your tools, your tone and your rules.

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