Anchor Growth Co.
Free Leak Check
1Client marked YES in your sheet
↓
2AI writes a personal welcome email
↓
3Shared Google Drive folder created
↓
4Email sent from your Gmail
↓
5Tracker updated

Without it

  • Rewriting the same welcome email from scratch
  • Hunting for contract, invoice and booking links
  • Creating and sharing folders by hand
  • Forgetting who's been sent what

With it

  • A personal welcome email in minutes
  • All four next steps, in order, with the right links
  • A shared Drive folder created for you
  • Your tracker logs it, so nobody is emailed twice
Make.com template · no code

Client Onboarding Autopilot

Your client says yes, and onboarding sends itself. Mark a row YES in your Google Sheet, and every new client gets a personal welcome email, their own shared Drive folder and clear next steps.

₱299/span>one-time · instant download
Buy now
Secure checkout · files sent by email right after payment
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  • JSONMake.com blueprint: 5 modules, pre-built and pre-mapped
  • SHEETClient tracker Google Sheet with a YES/NO trigger
  • PDFStep-by-step setup guide with troubleshooting table
  • TXTOne-page quick-start checklist
What you'll need

Everything runs on tools you probably already have.

A Make.com accountThe free plan works. The guide shows the right schedule for it.
A Google accountGmail, Drive and Sheets, Workspace or personal.
A free Gemini API keyTakes about two minutes from Google AI Studio.
FreelancersAgenciesVirtual assistantsCoachesConsultantsDesignersMarketersService businesses
Questions

Before you buy

Do I need to know how to code?

No. You import the blueprint, connect your Google, Gmail and Gemini accounts, and fill in your name and business details. The setup guide walks you through every click.

Does it work on Make's free plan?

Yes. On the free plan, set it to check your sheet every 1 to 3 hours to stay within the monthly operations limit. The guide explains how.

Will the emails sound like me?

You add your name, title and business to the AI prompt, and you can change the tone, order or wording any time. Emails are sent from your own Gmail.

Can a client get emailed twice by accident?

No. Each row is marked “Onboarding Sent” after it goes out and is skipped from then on. To resend on purpose, clear that row's status.

Can I use ChatGPT or Claude instead of Gemini?

Yes. Swap the Gemini module for another AI module in Make and map its reply into the email. The guide covers this.

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