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“Her new client signed on Monday. By Friday, nobody had said hello.”

New client → welcome email → onboarding checklist → alert

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Now every new client feels welcome, in seconds.

A client signs and hears nothing until someone is free. On signing, they get an email saying what comes next, a checklist opens and the team is alerted.

MakeGmailGoogle SheetsTelegramTally4 operations / run✓ Imported successfully into our Make account

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Video cover: AUTO WELCOME

Short answer

A client signs and hears nothing until someone is free. On signing, they get an email saying what comes next, a checklist opens and the team is alerted.

Tools
Make, Gmail, Google Sheets, Telegram, Tally
Cost to run
4 Make credits (operations) per run

The problem

A new client’s first week decides whether they stay. It is also exactly the week everyone is busy closing the next one. The client waits for an email that never comes.

What happens when it runs

  1. A webhook receives "new client" from the form or CRM
  2. A welcome email from the template, with the name and the next three steps
  3. A row in the onboarding sheet with 5 open tasks and due dates
  4. A Telegram message to the team

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

  • The webhook address
  • The welcome email wording
  • The onboarding spreadsheet id
  • Chat ID

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

  • Onboarding list · date | name | email | task | due | status (Sent with the blueprint by email)

How to import (2 minutes)

  1. In Make: Scenarios → Create a new scenario
  2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
  3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
  4. Replace every value in double curly braces ({{…}}) with your own from the list above
  5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

New to Make? Start here →

No Make account yet?The file imports only into Make. Signing up through the link gives you one month of Core free, and us a commission. The file works without the link.
Sign up for Make →paid link · we earn a commissionPaid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

The video

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Read more

What does not work in it

  • An automatic email that sounds automatic ruins the moment. Write it as you would to one client.
  • The checklist opens itself; nobody closes it by itself. Without an owner per task it is a spreadsheet of guilt.

Questions

What does not work in "New client → welcome email → onboarding checklist → alert"?

An automatic email that sounds automatic ruins the moment. Write it as you would to one client. The checklist opens itself; nobody closes it by itself. Without an owner per task it is a spreadsheet of guilt.

What do I have to fill in after importing the blueprint?

The webhook address; The welcome email wording; The onboarding spreadsheet id; Chat ID.

Which tools does it use, and what does a run cost?

Make, Gmail, Google Sheets, Telegram, Tally. Each run uses 4 Make credits (operations).

Is the blueprint free?

Yes. The ready-to-import file is sent free to the email address you enter; the newsletter is a separate box you can leave unticked. The full build is on this page without any email. The file contains no connections and none of our ids, and works whether or not you use the paid Make link on the page.

Build your automation plan →Four questions, three automations ranked for your business.

Paid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Next step

All automations →
BOOKING LOG

Booking form → meetings sheet → confirmation email. Feeds the no-show reminder

A booking arrives and nobody confirms it. A Tally form writes the meeting to the sheet, emails the client a confirmation and pings you on Telegram.

TallyMakeGoogle SheetsGmailTelegramCal.com4 ops/run✓ imported in Make
ONE QUESTION

Feedback score → the same thank-you and review link for everyone; a low score also alerts you

Unhappy clients stay silent until the review. A one-question Tally form (0–10) sends everyone the same review link; a 6 or lower also pings Telegram.

TallyMakeGoogle SheetsGmailTelegram4 ops/run✓ imported in Make
QUOTE FOLLOW-UP

Quote unanswered for 3 days → one follow-up, automatic

Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.

MakeGoogle SheetsGmailTelegram4 ops/run✓ imported in Make

What will it cost? Make cost calculator →Build your automation plan →