CORE • Onboarding client-onboarding-checklist.json Most cloned

Client Onboarding Checklist Trigger

Single webhook fans out to: 1) Notion client hub from template, 2) Slack channel #client-{slug}, 3) Gmail welcome sequence (3 emails dripped), 4) Airtable checklist with owner + due dates. Fully commented for 15-min client customization.

Webhook (Intake Form)Notion Create PageSlack Channel CreateGmail WelcomeTrello/Airtable Checklist

Trigger

Tally/Typeform → Webhook

Time saved

~4h per client

Customize

15 min

Loom walkthrough — buyers only

6–10 min per workflow. Unlocked after Gumroad purchase.

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Loom embed per workflow — shows exact node to edit for new client client-onboarding-checklist.json

n8n JSON preview — node notes included

Download JSON

Each node has notes with customize instructions. Import via n8n → Workflows → Import from File.

{
  "name": "Client Onboarding Checklist Trigger",
  "nodes": [
    {
      "parameters": {},
      "name": "Webhook (Intake Form)",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 1,
      "position": [
        300,
        300
      ],
      "notes": "// Client Onboarding Checklist Trigger \u2014 Webhook (Intake Form): CONFIGURE: replace with your credentials. See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Notion Create Page",
      "type": "n8n-nodes-base.notion",
      "typeVersion": 1,
      "position": [
        480,
        300
      ],
      "notes": "// Client Onboarding Checklist Trigger \u2014 Notion Create Page: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Slack Channel Create",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 1,
      "position": [
        660,
        300
      ],
      "notes": "// Client Onboarding Checklist Trigger \u2014 Slack Channel Create: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Gmail Welcome",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 1,
      "position": [
        840,
        300
      ],
      "notes": "// Client Onboarding Checklist Trigger \u2014 Gmail Welcome: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    },
    {
      "parameters": {},
      "name": "Trello/Airtable Checklist",
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 1,
      "position": [
        1020,
        300
      ],
      "notes": "// Client Onboarding Checklist Trigger \u2014 Trello/Airtable Checklist: See Setup PDF p.3 for customization (15 min). Branch handles error \u2192 continues safely.",
      "notesInFlow": true
    }
  ],
  "connections": {
    "Webhook (Intake Form)": {
      "main": [
        [
          {
            "node": "Notion Create Page",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Notion Create Page": {
      "main": [
        [
          {
            "node": "Slack Channel Create",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Slack Channel Create": {
      "main": [
        [
          {
            "node": "Gmail Welcome",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gmail Welcome": {
      "main": [
        [
          {
            "node": "Trello/Airtable Checklist",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "4028534f-26c7-4e5c-b0b9-3273238fa595",
  "meta": {
    "templateId": "client-onboarding-checklist",
    "pack": "Agency Automation Starter Kit",
    "tier": "core",
    "version": "1.0.0",
    "docs": "See Setup PDF + Loom (15-min customize guide)",
    "support": "Updates free for 6 months \u2014 n8n node changes patched"
  }
}

How to customize in 15 min: 1) Duplicate workflow 2) Open first node → swap credentials 3) Edit Set nodes for client Slack channel / CRM fields 4) Edit OpenAI prompt tone 5) Test webhook → Activate. See Setup PDF.

CORE WORKFLOW

Client Onboarding Checklist Trigger

New client form → creates Notion hub, Slack channel, sends welcome kit, spawns 12-item onboarding checklist in Airtable/Trello.

Fileclient-onboarding-checklist.json

Nodes5

Included in$49 Core (12)

Buy CORE — $49 Preview JSON (demo)

Gumroad delivery • ZIP + PDF + Looms

Stock n8n free alternative? Yes — but you rebuild it. This is curation + comments + Loom for 15-min client swaps. If you bill $50+/h, payback is <1h.

Bundle vs single template

Individual n8n templates sell $9–49 each elsewhere. Pack of 12 at $49 = $4/workflow. Pro adds 6 high-value AI workflows (lead scoring, outreach sequencer) that agencies charge $500+ to build custom.

$49

12 workflows

$79

18 workflows

Compare packs →

Customize checklist (from PDF)

Duplicate → rename to client slug
Swap credentials (first node notes)
Edit Set node: Slack channel, CRM table
Edit OpenAI prompt voice (if present)
Test webhook → activate

Open setup guide →