You will get a client onboarding system that sets up every new client automatically
Project details
Every new client kicks off the same twelve minutes of clicking. Make the folder. Copy the template docs. Add the card. Send the welcome email. Log it somewhere. Tell the team.
Then you do it again next week, and you forget one of them.
I build that whole path so it runs itself. A client signs or submits your form and everything is done inside a minute.
First it checks them against your existing client list, so a duplicate signup doesn't create a second folder and a second welcome email. New clients get a folder built from your template structure, a task card created and assigned, a welcome email sent in your voice, a row logged to your tracker, and a note dropped in your team channel.
Every outside connection has an error path on it. If your file storage rejects a write or your task board is down, you hear about it right away instead of finding out three days later when a client asks where their documents went.
Built on your own accounts. You own it. No monthly fee to me and no per-task pricing that scales against you.
Then you do it again next week, and you forget one of them.
I build that whole path so it runs itself. A client signs or submits your form and everything is done inside a minute.
First it checks them against your existing client list, so a duplicate signup doesn't create a second folder and a second welcome email. New clients get a folder built from your template structure, a task card created and assigned, a welcome email sent in your voice, a row logged to your tracker, and a note dropped in your team channel.
Every outside connection has an error path on it. If your file storage rejects a write or your task board is down, you hear about it right away instead of finding out three days later when a client asks where their documents went.
Built on your own accounts. You own it. No monthly fee to me and no per-task pricing that scales against you.
Project Type
Data Entry, Project Management, OtherWhat's included $550
These options are included with the project scope.
$550
- Delivery Time 7 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Fast 4 Days Delivery
+$100
30 days of monitoring and fixes after delivery
+$150
A second onboarding path for a different client type
(+ 3 Days)
+$250Frequently asked questions
About Joseph
Automation Builder (n8n) - Missed-Lead Recovery & Back-Office Systems
Danville, United States - 4:20 pm local time
I build the systems that handle all of that without anyone babysitting them.
I run an automation company called Zeitra, and I've built close to 50 workflows running in production. Lead capture and follow-up that stops the second someone replies. Inbox-to-CRM pipelines. Client onboarding that spins up folders, tasks, and a welcome email off one form submission. Cross-system syncs between tools that refuse to talk to each other. Scrapers with AI qualification on top. Custom dashboards owners actually open.
n8n is my main tool and I run it on my own infrastructure, so you're not stuck with per-task pricing that charges you more for growing.
On outreach specifically: I run my own cold email pipelines end to end, deliverability included, with a near-perfect sender score. Thousands of leads processed through scraping and qualification workflows I designed.
If your stack has something I haven't touched, I'll learn it properly before I quote you. Not a surface-level attempt. I'll sit with it until it runs the way it should.
Everything I ship gets error handling wired in from the start. An automation that fails quietly is worse than no automation at all.
The part that probably matters most: if something feels off to me, I can't leave it alone. I'd rather spend the extra day and hand over something I'm confident in than ship it and hope.
Have a look at the portfolio below - most systems have a walkthrough video. Message me with whatever is eating your time and I'll tell you straight whether automating it is worth your money.
Steps for completing your project
After purchasing the project, send requirements so Joseph can start the project.
Delivery time starts when Joseph receives requirements from you.
Joseph works on your project following the steps below.
Revisions may occur after the delivery date.
1. Kickoff call and process walkthrough
One call, 30 minutes. I watch how you onboard today and ask about the edge cases you've stopped noticing. Duplicate signups, rush clients, the ones who go quiet after signing.
2. Map the flow and confirm every tool
You get a written map before I build anything. Every trigger, every action, every branch. You sign off on it so there's no surprise at delivery and no rework halfway through.