# Client onboarding workflow for Carewise

> A self-hosted n8n workflow that takes new clients from signed contract to kickoff automatically.

URL: https://freelance.adscaled.media/freelancers/omar-farouk/work/client-onboarding-workflow-for-carewise

A self-hosted n8n workflow that takes new clients from signed contract to kickoff automatically. A case study by Omar Farouk, Automation Specialist (Make, Zapier, n8n).

## Challenge

Carewise, a telehealth provider, onboarded every client with a 27-step checklist done by hand. Steps were missed and new clients waited a week for access.

## Solution

I built an n8n workflow triggered by a signed contract: it creates folders and projects, sends a welcome sequence, collects documents, provisions accounts and books the kickoff call.

[View Omar Farouk’s profile](https://freelance.adscaled.media/freelancers/omar-farouk)

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