Automated Client Lifecycle: Lead Intake to Onboarding with Airtable, Notion & Google Calendar Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows. Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp. Set up steps Configure Credentials: Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL. (Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp). Customize Emails: Open the four Email Send nodes. Customize the Body Text with your own booking links and survey URLs. Configure Tables & IDs: Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads). Update the Notion nodes with your Database IDs for Projects and Onboarding. Connect Webhooks: Copy the Production URLs from the three Webhook nodes (Lead Intake, Booking, Payment) and paste them into your respective form, calendar, or payment provider settings.

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