Digital Product

The Client Onboarding Autopilot

Set it up once. Every new client triggers the same professional workflow automatically.

£29 £39

The problem

Every new client means the same 45 minutes of admin. Log their details somewhere. Create a folder. Write a welcome email. Put together a brief. Try to remember all the steps you're supposed to follow.

You forget something every time. Maybe it's the service agreement. Maybe it's the calendar invite. Maybe you just never get round to organising the folder and everything ends up in a mess.

It's not the work you started freelancing to do. And the more clients you take on, the worse it gets.

What happens when a client fills in your form

A new client submits your intake form. Then the system takes over.

1

Form submitted

Your client fills in the intake form with their details, project info, and anything else you need to know.

2

Client logged

Their details are automatically added to your client database in Google Sheets. No copy-pasting.

3

Project folder created

A new folder appears in Google Drive with your naming convention, ready for project files.

4

Welcome email drafted

A personalised welcome email is drafted in Gmail using your template. You review it before sending.

5

Project brief generated

A brief is created from your template, pre-filled with the client’s details from the form.

6

You get notified

You receive a notification so you know everything’s ready. That’s it. The admin is done.

What's inside

  • •Onboarding Hub (Google Sheet) — Settings, Client Log, Onboarding Checklist, and Pipeline View all in one place
  • •Client Intake Form (Google Form) — Ready to customise with your own questions
  • •Welcome Email Template — A professional first impression, drafted automatically in Gmail
  • •Project Brief Template — Pre-filled with your client’s details from the form
  • •Service Agreement Template — A solid starting point you can adapt to your business
  • •README Setup Guide — Step-by-step instructions to get everything connected in about 30 minutes

Everything lives in a Google Drive folder. No subscriptions, no third-party tools, no monthly fees. You own it.

You control everything

This isn't a locked-down SaaS product. Every piece of it is yours to edit.

  • •Toggle automations on or off from the Settings tab
  • •Edit templates directly in Google Docs — use your own words, your own style
  • •Change the form questions to ask whatever you need
  • •Swap in your own service agreement or brief template
  • •Edit the onboarding checklist to match your actual process
  • •Change the folder naming convention to whatever works for you

Common questions

How long does setup take?

About 30 minutes. Follow the README, connect the pieces, and it runs forever after that.

Does it send emails automatically?

No. It creates Gmail drafts that you review and send yourself. You stay in control of every message.

What if I don’t use Google Calendar?

Toggle it off in the Settings tab. The calendar integration is completely optional.

Can I change the form questions?

Yes. The automation doesn’t care what you ask — it pulls whatever answers your client gives.

Do I need the other products too?

No. The Onboarding Autopilot works on its own. But it pairs well with the Freelancer Client Kit and Invoice Chaser Dashboard if you want to cover more of your admin.

What about support?

If you get stuck, email hello@madebyfederica.co.uk and I’ll help you sort it out.

Get the Client Onboarding Autopilot

Set up once. Runs forever. No monthly fees.

Get it for £29