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Automate your client onboarding
The exact form questions, sheet layout, welcome email and Apps Script from the video, ready to copy.
WHAT YOU GET
- The three required form questions (with email validation)
- The sheet layout, including the Status column
- The welcome email wording to save as your Gmail template
- The Apps Script that sends it on form submit and skips duplicates
- The 5-step plan and the test that catches silent failures
From the video: How to Automate Your Client Onboarding in Under 30 Minutes Using Free Tools