Until today, our “client onboarding” at Six Figure Consulting looked like this:
Our Client filled out a form
We skimmed answers and moved manually on ClickUp
We manually think through GTM to do research
We create a doc on ClickUp
Send it days later
Follow-up to see if that was approved
That’s slow — and it kills our clients’ excitement of working with us and their momentum.
So we decided to rebuild this entire flow using Make to completely automate the onboarding and give our clients a seamless experience.
Now, the moment a client submits onboarding info, they get a fully structured GTM Strategy document within minutes.
Here’s how the system works 👇
The Core Idea
Turn raw onboarding inputs into:
A tailored GTM Strategy
A clean Google Doc
An instant client email
Internal Slack visibility
A ClickUp task for execution
No manual thinking. No copy-pasting. No delays.
Step 1: Google Sheets as the Trigger (Not Forms)
Instead of Google Forms, I use Google Sheets.
Why?
Easier to edit/extend fields
Clients or ops can paste data manually if needed
Works perfectly with CRM-style workflows
Trigger:
👉 Watch New Rows in a Google Sheet
Each row = one client onboarding submission.
Step 2: AI Does the GTM Thinking
Every new row is sent directly to an LLM (ChatGPT) with a fixed GTM framework.
The AI is instructed to output:
ICP & buyer persona
Value proposition
Recommended Intent Signals
Outbound Channels (email + LinkedIn)
Messaging angles
30–60–90 day plan
Immediate next action items
This is the key mindset shift:
AI is not “writing content”
AI is executing a thinking framework
Step 3: Auto-Create the GTM Strategy Doc
The AI output is automatically written into a Google Doc, structured like a real consulting deliverable:
Clear sections
No fluff
Execution-focused
The document link is stored for downstream actions.
Step 4: Client Gets It Instantly
As soon as the doc is created:
Client receives an email with the GTM doc link
I’m CC’d for visibility
They’re asked to review & approve
From the client’s perspective, this feels premium and fast.
Step 5: Internal Ops Stay in Sync
At the same time:
A Slack notification is sent to the team
No one asks:
“Did we create the strategy yet?”
The system already did.
Why This Matters (Especially for Founders)
This isn’t about automation for fun.
It’s about:
Compressing onboarding time from days → minutes
Removing founder dependency from GTM planning
Delivering consistency across every client
Making your service feel engineered, not manual
If you run an agency, consultancy, or GTM service and you’re still doing this manually, you’re leaving leverage on the table.
The Bigger Lesson
AI works best when:
Inputs are structured
Frameworks are fixed
Outputs are immediately operational
Don’t ask AI to “be smart.”
Give it a job.
About the Author:
Ankit Modi is the Founder of Six Figure Consulting, helping B2B agencies and service businesses scale their outbound using AI-powered GTM systems. SFC has booked 2,000+ appointments for 100+ clients globally.
About Six Figure Consulting:
Six Figure Consulting helps B2B service businesses and agencies book 20-30+ qualified appointments monthly using AI-powered multi-channel outreach.
✅ Multichannel AI Systems (LinkedIn + Cold Email + GHL + Beehiv + AI SDRs)
✅ Done-with-you and Done-for-you lead generation and appointment setting
✅ No ads, no cold calling, no expensive SDR teams
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