How to Automate Client Onboarding (Without Losing the Personal Touch)

Tired of manually onboarding new clients? In this video, you'll learn how to automate client onboarding—starting the moment a lead submits a form. We’ll show you how to instantly send personalised welcome emails, auto-generate contracts, notify your internal team, assign onboarding tasks, and update your CRM—all without touching a single button.

This walkthrough uses tools like Fillout, Zapier, and SmartSuite to create a fast, repeatable workflow that eliminates admin and ensures no step is missed. Whether you’re working with Airtable, ClickUp, or another system, the logic applies across platforms.

If your current onboarding process is slow, inconsistent, or full of manual steps, this is how to fix it.

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🎯 Need help streamlining your client onboarding? Book a free 30-minute consultation call with our team of automation specialists!
👉 https://leeman.io/QPySMWs
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Timestamps:
00:00 Automate Your Client Onboarding Process
01:27 CRM Setup and Tool Selection (SmartSuite, Airtable)
02:58 Lead Forms, Email Automations & Integrations
05:28 Creating Resources, Scheduling Calls & Notifications
08:35 Full Onboarding Automation: Tasks, Teams & Handoff

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