Onboard Clients Seamlessly

The Client Onboarding Problem

The primary bottleneck for growing marketing agencies isn't usually lead generation—it’s the administrative "onboarding slog" that follows every signed contract. For many professionals, the excitement of a new win is immediately overshadowed by the dread of manual setup. Instead of focusing on high-level strategy or creative execution, senior account managers find themselves stuck in administrative limbo: manually creating project folders, sending repetitive "nudge" emails for brand assets, and triple-checking that Google Ads permissions didn't get lost in a cluttered inbox.

This "manual tax" carries a heavy price tag, often consuming 15 or more non-billable hours per client. When your team acts as the manual bridge between your CRM, project

How Automation Solves Client Onboarding

The solution isn't working harder or hiring more administrative staff. It's automating the repetitive, rule-based work so your team can focus on what humans do best.

Automated Client Intake and Data Centralization

• Deploy Smart Intake Forms: Use Google Forms to capture essential client data, brand assets, and access credentials, ensuring all required information is gathered in a single, structured submission.
• Centralize Data in a Master CRM: Utilize Google Apps Script to automatically parse form responses into a master Google Sheet, creating a real-time database that eliminates manual data entry and serves as the "single source of truth" for the agency.
• Validate and Format Inputs: Implement custom scripts to validate data formats (e.g., website URLs, social handles) upon submission, ensuring that the downstream automation triggers receive clean, actionable data.

Dynamic Provisioning and Asset Management

• Automate Folder Infrastructure: Trigger Google Apps Script to instantly create a standardized Google Drive folder hierarchy for every new client, including subfolders for "Contracts," "Creative Assets," and "Reporting."
• Generate Branded Documentation: Use Google Docs templates to automatically generate personalized welcome decks, service agreements, and project briefs by merging client data from Google Sheets into predefined placeholders.
• Secure Permission Management: Programmatically share the client-facing "Shared Folder" with the client’s email address while maintaining internal-only access for the agency team, ensuring data security from day one.

Automated Project Launch and Team Notifications

• Streamline Communication Workflows: Configure Apps Script to send automated, personalized welcome emails via Gmail and trigger instant Slack notifications to the relevant account managers when a new client is successfully onboarded.
• Sync Kickoff Milestones: Automatically create project kickoff events in Google Calendar based on the client’s preferred timeline captured in the intake form, inviting all internal stakeholders to the meeting.
• Track Onboarding Progress: Build a dynamic dashboard in Google Sheets that uses conditional formatting and script-based status updates to track each client’s progress through the onboarding pipeline, highlighting bottlenecks for immediate intervention.

The ROI of Client Onboarding Automation

Manual onboarding is a silent profit killer. By automating your workflow with Mereth, the average mid-sized agency reclaims roughly 15 to 20 hours per month previously lost to administrative churn. When you calculate the ROI based on a conservative billable rate of $150/hour, you aren’t just saving time—you’re recapturing over $30,000 in annual billable capacity that can be redirected toward high-level strategy.

• 90% Reduction in Setup Time: Shrink the onboarding window from 5+ hours of manual data entry to just 15 minutes of automated triggers.
• Zero-Day Time-to-Value: Launch client projects 48 hours faster by instantly deploying folders, Slack channels, and intake briefs the moment a contract is signed.

Use the ROI calculator below to see your specific savings potential.

Why Custom Automation Beats Generic Tools

You've probably looked at platforms like Zapier or Airtable. They're fine for simple tasks, but fall short for marketing agencies client onboarding because:

• Custom Google Apps Script allows for the automatic provisioning of complex Google Drive hierarchies with granular, role-based permissions, ensuring client teams have instant access to specific campaign sub-folders that generic tools struggle to map dynamically.
• Unlike the linear constraints of Zapier, custom Workspace automation can handle multi-step approval loops within Google Sheets,

Our custom automation approach gives you purpose-built solutions with unlimited runs, deep Google Workspace integration, white-glove support, and future-proof architecture built on Google's platform.

How to Get Started

Ready to automate Client Onboarding and reclaim hours of your week?

Step 1: Discovery Call (30 minutes)

We'll discuss your current Client Onboarding process and identify automation opportunities. No sales pitch - just a conversation about what's slowing you down.

Schedule your discovery call →

Step 2: Custom Roadmap

We'll map your workflow and propose specific automation solutions. You'll see exactly what we'll build, how it works, and the time/cost savings you can expect.

Step 3: Development & Launch

We build, test, and deploy your automation. Most Client Onboarding projects launch within 2-3 weeks. You'll get hands-on training and documentation so your team knows exactly how to use the new system.

Step 4: Ongoing Support

We provide maintenance and support. As your marketing agencies business evolves or Google updates their platform, we ensure your automation continues running smoothly.

Frequently Asked Questions

See the FAQ section below for answers to common questions about Client Onboarding automation.

Ready to eliminate Client Onboarding from your weekly task list?

Let's talk about your specific workflow and build automation that saves you 12+ hours per week. Schedule your discovery call to get started.