Client Gmail Onboarding Automation

Gmail Make.com

Project Screenshots

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Project Overview

A Make.com automation that runs the entire client onboarding email sequence — welcome messages, next steps, and timed follow-ups — so every new client gets a consistent, professional start.

Tools Used

Make.com

Gmail

Email Sequencing

Conditional Follow-ups

CRM Sync

The Challenge

Onboarding emails sent manually are easy to forget, inconsistent in tone, and slow, which hurts first impressions and delays getting clients up to speed.

The Solution

Built a Make.com scenario that triggers on a new client, sends a structured welcome sequence, and fires timed follow-ups automatically based on client actions.

Key Results

Delivered a consistent onboarding experience to every client

Automated welcome and follow-up emails end to end

Eliminated missed or delayed onboarding messages

Freed up time while improving first impressions

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