Agency welcome pack

Gmail, Google Drive, Airtable

 

99fold | | @99foldai

 

 

 

Summary

Stuck repeating the same onboarding tasks for new leads and clients? Manually entering data, sending emails, and managing leads status? This automation workflow handles new client onboarding from monitoring expression of interest entries and lead qualifying/sanitising to updating your client database and scheduling reminders to clients and your team.
 

Following the client onboarding, you can then add your own agency sales, promo, and branding products to the workflow via email or your regular marketing channels. This handles the entire client pipeline with your own branding content/material and integrate into your current system without any overhaul.

Who is this perfect for?

Marketing agency  

Creative agency  

Digital design business  

Service provider

Brand strategist  

Logo designer  

Web designer  

UI/UX designer  

Creative/art director  

Design studio  

What does it do for you?

Time and tasks
Task hours (p/w)
12
Average client value ($)
$1500
Average close rate (%)
10
Outcomes
Hours saved (p/m)
48
Annual topline ROI ($)
$43,200

 


Check out more automations like this at 99fold

 

How does it work?

  1. Watch for new form entry
    Monitor form status for incoming responses

  2. Download client data
    Retrieve attached documents or files from the client’s email.

  3. Filter relevant data
    Apply conditions to isolate only the necessary or actionable data.

  4. Upload filtered data to database (Airtable)
    Send cleaned and structured data to the appropriate database.

  5. Create shared database and new record
    Initialize a shared workspace and log a new entry with client data.

  6. Send email to team/client
    Email final results, updates, or next steps to relevant team and welcome pack to client.

 

1. Welcome form (example)

Try out the live example form below by submitting your responses. Once the form is submitted, you can see the live updates on your database and the auto-scheduled sales funnel. If the below form doesn’t display, find the form here.

 

2. Welcome pack add-ons with your own agency branding

Following onboarding, your own branded agency marketing campaign and/or welcome material can be added to the workflow to customise the onboarding experience, complete with agency design, palette, logos, and design scope. Check out the below examples for inspiration.
 

Discovery call

Brand audit

Style guide

Logo design

Website mockup

Pitch deck

Landing page

Ad creative

Content calendar

Social templates

Email sequence

SEO checklist

Sales funnel

Lead magnet

Media kit

Brand strategy

Customer persona

Copywriting guide

Analytics report

Mailing list  

Project proposal  

 

Pathway

  Low-friction integration with your existing apps, workflow, and systems

 

 

Process

 


Wait for incoming form responses from new clients

 



Trigger automated data entry to database (Airtable, Google Drive, Clickup)


 


Shoot off welcome email to new client with personalised message and branded content from your agency

 

 


Check out more automations like this at 99fold

 

More benefits

Tasks

  • Monitor and capture incoming client form submissions.
  • Filter and organize client data for easy access and analysis.
  • Communicate updates and necessary information to team members and clients.

Benefits

  • Streamlined data management allows for quicker response times, leading to more sales opportunities.
  • Efficient communication and organized data ensure clients receive timely updates and support.
  • Automated data handling reduces manual errors and saves time

 

 

Example

Example of automated workflow (replace with your own tasks/apps)

 

Welcome pack add-ons with your own agency branding

 


Check out more automations like this at 99fold

 

 

Another automation by 99fold