How to Automate Client Onboarding: A Step-by-Step Guide for Agencies and Freelancers

How to automate client onboarding - client handshake meeting

Here’s what manual client onboarding looks like for most agencies and freelancers: Contract signed → remember to send welcome email → manually create project → add client to Slack → build out tasks → send questionnaire → wait → chase questionnaire → schedule kickoff call → update CRM → add to invoicing software. Every step … Read more

Make.com vs Zapier for Agencies and Freelancers: Which One Is Actually Worth It? (2025)

Make.com vs Zapier comparison for agencies

Quick Verdict: Make.com wins for agencies that need complex, high-volume automations on a tight budget. Zapier wins for freelancers and small teams who want something running in under 10 minutes without touching a logic diagram. Both have strong affiliate programs — recommend based on reader’s use case. If you’re running an agency or freelancing full-time, … Read more