You will get a Google Form + Automated Google Sheets system for intake and tracking
Project details
I will create a clean and organized intake system using Google Forms + Google Sheets so you can collect information, track responses, and stay organized without messy email threads.
This system works great for client intake, onboarding, hiring, lead intake, and internal requests.
Your system will be delivered as an editable Google file you can reuse forever.
This system works great for client intake, onboarding, hiring, lead intake, and internal requests.
Your system will be delivered as an editable Google file you can reuse forever.
Project Type
Data Entry, Virtual AssistanceWhat's included
| Service Tiers |
Starter
$45
|
Standard
$65
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 6 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$15
Additional form
(+ 1 Day)
+$20
Add a dashboard tab
(+ 1 Day)
+$20Frequently asked questions
About Cindy
Operations & Client Support | Onboarding, CRM, Google & Microsoft
Allentown, United States - 7:57 am local time
If clients are slipping through the cracks, onboarding is confusing, or your systems live in five different tools, I organize everything into clear, usable processes.
I work inside Google Workspace, CRMs, and team tools to make sure clients get responded to, new hires know what to do, and nothing gets lost.
CORE SERVICES
Business Operations & Systems
• SOP creation & process documentation
• Employee & contractor onboarding systems
• Workflow mapping & optimization
• Internal dashboards & trackers
• Operations audits & cleanup
Training, Onboarding & Internal Assets
• Team onboarding presentations (Canva / Google Slides)
• Internal training decks & playbooks
• Role-based process walkthroughs
• New-hire orientation materials
• Operations & compliance presentations
Founder Support (Operational Focused)
• Clarity sessions for overwhelmed founders
• Systems walkthroughs & handoff training
• Team onboarding calls & presentations
I also create clear, professional internal assets to support operations and onboarding, including:
• One-page internal websites (Yola or similar platforms)
• Simple landing pages for teams or programs
• Process visuals & diagrams
• Internal announcement & onboarding posts
• Branded documentation & guides (Canva)
I currently lead business and client operations for a multi-state outreach agency and design internal systems used daily by teams in the field. I also support founders through The Cin Studio after backend systems are in place.
Tools & Platforms
• Notion
• Airtable
• Google Sheets
• Google Forms
• Google Docs
• Google Slides
• Canva
• Yola
• Tally
If you need help organizing operations, documenting processes, or building onboarding systems, I’m happy to help.
Steps for completing your project
After purchasing the project, send requirements so Cindy can start the project.
Delivery time starts when Cindy receives requirements from you.
Cindy works on your project following the steps below.
Revisions may occur after the delivery date.
I review your workflow and confirm the structure before building.
After reviewing your requirements I will reach out via email to clarify any questions, concerns, and confirm exactly what you are looking for before building.
Create & Review
I create the system and share a draft for review.