You will get a complete client onboarding system.
Project details
You will get an onboarding system that will streamline your client communications and fast track delivery for new clients. This has increased client retention and lifetime value of clients for every business that I have set this up for as it leaves the client with a great first impression and saves you and your team 5 to 20 hours per client.
Project Type
Project ManagementWhat's included
| Service Tiers |
Starter
$1,200
|
Standard
$2,500
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 14 days | 30 days | 45 days |
Number of Revisions | 2 | 4 | 5 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$250 - $1,000
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JM
Justin M.
May 7, 2025
Need Email Automation Expert to Set Up Rapid Email Alert & Appointment Link Automation (Gmail)
Cole was fantastic to work with. He was extremely eager to help, highly responsive, and went above and beyond in communicating throughout the project. He made sure I was informed every step of the way and delivered exactly what I needed. I’d gladly work with Cole again!
About Cole
AI Developer & Process Automation Engineer | Make, GPT, n8n
100%
Job Success
Denver, United States - 7:09 pm local time
I build systems that currently generate hundreds of thousands of dollars for 6-and-7 figure agencies and real estate professionals.
→ I scaled a California-based lead gen agency from $5k to $50k/month using AI
→ I’ve built out systems generating $100k+ for real estate agents and investors
→ I leverage my insights as an ex-top sales rep at a Denver tech company to generate quality leads
I am also certified in automation platforms and tools with an ever-present focus on maximizing leverage and building reliable systems using cutting edge tools like Make, n8n, GPT, Character-3, and more. In short, if you're looking for a scalable, well-oiled system that lasts, you've come to the right place.
—
The longer, in-depth version (if you’re interested):
Happy to meet you! I’m Cole 👋. I’ve built and scaled numerous systems to get agencies and real estate professionals to 7-figures using a variety of cutting edge tools like GPT-4, Make, n8n, Midjourney, Reve, & GoHighLevel.
I’ve created dozens of systems - many of them responsible for thousands of dollars in revenue or savings.
My favorites to build (and personally use) are:
- Multi-touch automatic lead gen & outreach systems that source, qualify, and reach out leads using email/SMS/social media and customized, AI-generated icebreakers
- Content marketing systems that generate blogs, tweets, LinkedIn posts, images, and more to cut marketing creative time by 50%+
- Onboarding systems that fully automate new client onboarding including proposal generation and signing, payment forms, CRM integration, onboarding document creation, project management kickoff, and even initial service delivery
I also have experience with most CRM’s and project management tools such as Pipedrive, Close, ClickUp, Airtable, Salesforce, Hubspot, etc. and have managed custom API’s for custom features and functionality.
I can assure you that if you’re looking for someone passionate about process automation and loves the detail oriented work required to build systems that last, you’ve found your guy.
My end goal is always to leave you with an automation you feel confident in leveraging for your business to drive revenue for years to come. Regardless of if you bring me on for a simple automation fix, or a full system build-out, you’ll get a high-quality solution and excellent communication the whole way through.
Looking forward to meeting you!
Steps for completing your project
After purchasing the project, send requirements so Cole can start the project.
Delivery time starts when Cole receives requirements from you.
Cole works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Confirmation
I will reach out to confirm the exact deliverables and requirements for the project, as well as receive all credentials required to build out the system.
Build-Out
I build out your system within the time window described for the package you purchased.