Onboard Kit

Onboard Kit

Automate client onboarding. Free tools.
#95124700 followers0 following

About

Onboard Kit is a plug-and-play automation system for freelancers. When a client fills out your form: ā†’ A record is instantly created in Airtable ā†’ A personalized welcome email is sent automatically ā†’ Date and status are logged ā€” zero manual work Built with 100% free tools: Tally, Airtable, Render, SendGrid. No subscriptions. No code knowledge required. 30 min setup. What's included: - Ready-to-deploy webhook server (Python) - Step-by-step PDF guide (FR + EN) - Personal support included Perfect for freelancers who onboard new clients regularly and want to look more professional without spending hours on setup.

Links

Onboard kit

Badges

Tastemaker
Tastemaker

Forums

Onboard Kitā€¢

1d ago

Onboard Kit - Automate client onboarding in 30 min ā€” free tools only

Onboard Kit is a plug-and-play automation system for freelancers. When a client fills your form: ā†’ A record is created in Airtable instantly ā†’ A welcome email is sent automatically ā†’ Zero manual work Built with 100% free tools: Tally, Airtable, Render, SendGrid. No subscriptions. 30 min setup. Includes: - Ready-to-deploy webhook server - Step-by-step PDF guide (FR + EN) - Personal support
View more