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Agency & B2BDuration: 7 DaysLive Architecture

Zero-Touch Client Onboarding

0 hrs
Manual Work
None
Errors
Instant
Client XP

Tech Stack & Protocols

n8nStripe APIDocuSign APISlack

Key Takeaways & SLA

  • ▪End-to-end workflow automation
  • ▪Payment-triggered provisioning
  • ▪Automated contract generation
  • ▪Internal team notifications

The Problem

A digital marketing agency was spending 3+ hours per new client on repetitive onboarding tasks: generating contracts, creating Slack channels, setting up Google Drive folders, and sending welcome emails.

The Technical Challenge

Manual onboarding was error-prone and delayed the actual start of work. The agency couldn't scale without hiring a dedicated onboarding manager.

The Engineered Solution

We built a zero-touch onboarding flow. When a client pays the Stripe invoice, n8n automatically generates and sends the contract, provisions the Google Drive, creates the Slack channel, and invites the client.

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