Client Onboarding Starter Kit
The Client Onboarding Starter Kit is a done-for-you automation pack built for busy agency owners and consultants who want to onboard new clients faster — with zero tech headaches.
✅ Collect client details via a branded Appsmith form
✅ Auto-create a personalized Notion workspace
✅ Log into CRMs, billing portals, or tools using Puppeteer
✅ Trigger n8n workflows to run setup automations
✅ AI agent (LangChain) suggests upsells or starter templates
⚡ Save 8–12 hours per client by automating repetitive setup tasks
🛠️ Resell it, white-label it, or use it in-house to streamline your operations
Built with: Appsmith, n8n, Notion, Puppeteer, LangChain
No-code & low-code friendly
Ideal for: Digital Agencies, Freelancers, Consultants
🧩 Complete ZIP package with install-ready automation files 🛠️ Appsmith UI template for client intake 🔄 n8n workflow for Notion and automation setup 📂 Notion dashboard template (duplicatable) 🤖 Puppeteer scripts for portal logins 🧠 LangChain AI upsell logic demo 📘 README setup guide & Extended commercial license