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You will get an Automated Client Onboarding System that saves hours every week
Top Rated
Project details
Most teams lose clients in the first 7 days, not because of poor service, but because their onboarding is a mess.
I build automated client onboarding systems that eliminate manual emails, missing contracts, and forgotten tasks.
Your clients get instant forms, invoices, and welcome messages.
Your team gets notifications, organized data, and zero admin chaos.
With proven systems across real estate, marketing, and service industries, I help you scale without more staff or stress.
By the end of this project, you’ll have a completely hands-free onboarding process: clients sign, pay, and enter your system automatically.
I build automated client onboarding systems that eliminate manual emails, missing contracts, and forgotten tasks.
Your clients get instant forms, invoices, and welcome messages.
Your team gets notifications, organized data, and zero admin chaos.
With proven systems across real estate, marketing, and service industries, I help you scale without more staff or stress.
By the end of this project, you’ll have a completely hands-free onboarding process: clients sign, pay, and enter your system automatically.
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$850
|
Standard
$1,950
|
Advanced
$2,850
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 3 | 5 |
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About Corey
AI Coach & Consultant | Training, Coaching & AI Roadmaps for SMBs
100%
Job Success
Perth, Australia - 6:27 am local time
"He did a great job with the set up… we are happy with everything, looking forward to work him again." — AI consulting client (OpenAI integration)
"Corey is the best in the business. Diligent, communicative, and talented." - Real estate automation client
"Corey helped us achieve the desired outcome from the project and gave thorough handover notes. We'll definitely work with him again." - AI automation client
G'day! I'm Corey 👋
I work with small business owners as an AI coach and systems consultant - not just teaching you to use Claude (though that's usually where we start), but figuring out, honestly, what's actually worth automating in your business and what isn't.
Most people come to me thinking they need some huge custom AI build. Sometimes they do. Usually they just need to get properly good at the tool they already have access to, and know what to build next once they've outgrown it. I'll tell you the truth either way - I'm not here to sell you something bigger than you need.
Here's what that's looked like in practice:
Real estate firm: Built a data-scraping and outreach engine sending 1,000+ personalized emails daily, producing a 30% jump in booked calls and ~$120K/year in extra deal flow.
Service business: Automated missed-call text-back and follow-up sequences, recovering 20–30% of previously lost leads - $10K–$15K/month in extra sales without extra ad spend.
Agency client onboarding: Reduced setup time from 2 hours per client to 15 minutes, saving $50K/year and enabling 15–20% client growth with zero new hires.
I don't just connect tools or run a training session and disappear - I work with you to get genuinely capable with AI, then help you build the systems that actually compound. If you want a coach who tells you the truth about what's worth building (not just a bigger invoice), let's talk.
The Longer Version (If You've Got a Minute)
Pleasure to meet you! I work as an AI coach and systems consultant for small business owners - teaching you (or your team) to actually get good with tools like Claude, and helping you figure out, honestly, what's worth building next.
I was born into a real estate family - I still remember 11-year-old me running the flyer-folding machine on Friday nights, thousands of A4 sheets in front of me, getting ready for Monday's drop. Great times, and unfortunately the industry hasn't changed much since. That's where I started, building systems to speed up property businesses still running like it was the 1980s.
These days I work more broadly: with any small business owner who wants to stop guessing with AI and start actually using it properly, and figure out what's genuinely worth automating next. Some people just need an hour to get proficient with Claude in their own business. Others need a proper systems build. I'll tell you honestly which one you actually need, not upsell you into the bigger option because it pays more.
Some of my favorite builds, from the systems side of the work:
Automated lead gen & outreach systems – Pulling verified data and sending 1,000+ AI-personalized emails daily, adding $100K+ in annual pipeline value for clients.
Sales & marketing automations – Streamlining outreach, CRM updates, and pipeline tracking across tools like Make, Airtable, PhantomBuster, and LinkedIn. Cut manual admin by 30–40 hours a week, saving teams $50K–$80K/year while increasing response rates.
Chatbots & AI assistants – Handling first-touch customer inquiries, follow-up, and bookings automatically, recovering 20–30% of leads that were previously going cold - $10K–$15K in additional monthly revenue.
I approach every engagement as a coach and a strategic partner, not just a technician handing back a training session. Whether that's an hour getting you fluent with Claude or a full systems build, the goal's the same: you actually understand what you're using, and it makes your business run better, not just adds another tool to the pile.
If you want an honest read on what's worth building in your business, not a sales pitch, let's chat.
Steps for completing your project
After purchasing the project, send requirements so Corey can start the project.
Delivery time starts when Corey receives requirements from you.
Corey works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Setup
We review your current onboarding workflow, identify friction points, and map out your ideal automated system.
System Build
I create automations for contracts, client data capture, and team notifications across your chosen tools.