You will get an Automated Client Onboarding System that saves hours every week
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 Automation Expert | GHL, N8N, Make, Retell, Airtable, Hubspot
100%
Job Success
Perth, Australia - 8:19 pm local time
“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 build automation ecosystems that unlock $50K–$200K+ a year for businesses by recovering lost leads, eliminating manual work, and scaling outreach beyond what a human team could handle.
Clients hire me when they’re tired of piecemeal automations and want a strategic partner who designs whole systems that make their operations leaner, faster, and more profitable.
Here’s what that looks like in the real world:
Recruitment agency: Automated candidate sourcing, outreach, and CRM updates- saving ~35 hours/week (worth $70K+/year) and increasing booked interviews by 4x in the first month, adding six figures in new placement fees.
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, translating to $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; I design infrastructure that compounds, freeing up your time and unlocking new revenue streams month after month. If you want automation that impacts your bottom line, not just your task list, let’s talk.
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The Longer Version (If You’ve Got a Minute)
Pleasure to meet you! I specialize in building automation ecosystems- AI-driven systems that don’t just connect tools but create a scalable infrastructure for lead generation, client onboarding, and daily operations.
Over the past few years, I’ve designed and deployed automation for businesses across recruitment, real estate, marketing, and service industries- each one focused on measurable ROI, not just time saved.
Some of my favorite builds include:
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.com, Airtable, PhantomBuster, and LinkedIn. These have 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, translating to $10K–$15K in additional monthly revenue.
I approach every build as a strategic partner, not just a technician - working with you to design long-term automation infrastructure that compounds value month after month. The goal is always the same: scalable systems that free you up, capture more revenue, and make your business run like clockwork.
If you’re serious about automating at a level that impacts your bottom line (not just task-by-task), 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.