You will get Automated Client Onboarding Workflow to Save Time
Project details
I will build a fully automated client onboarding workflow tailored to your business. Instead of wasting time on repetitive tasks, you’ll have a streamlined process where new clients are welcomed, their data is collected, and all tools are instantly updated.
With my expertise in automation (Zapier, Make, CRM, Google Sheets, Slack, Notion, etc.), I ensure your onboarding runs smoothly from the very first step. Each workflow is designed to reduce manual work, eliminate errors, and give your clients a professional first impression.
You will receive a tested, documented, and ready-to-use system that saves hours every week and allows your team to focus on what really matters: building relationships and closing more deals.
With my expertise in automation (Zapier, Make, CRM, Google Sheets, Slack, Notion, etc.), I ensure your onboarding runs smoothly from the very first step. Each workflow is designed to reduce manual work, eliminate errors, and give your clients a professional first impression.
You will receive a tested, documented, and ready-to-use system that saves hours every week and allows your team to focus on what really matters: building relationships and closing more deals.
Data Entry Type
Data Cleansing, Document Conversion, Error DetectionData Entry Tool
CRM Software, Google Docs, Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$75
|
Standard
$150
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 2 | 4 | 7 |
Formatting & Clean Up | |||
Graph & Table Creation | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$50
Additional Hour of Work
+$50
Extra Integration
(+ 2 Days)
+$100Frequently asked questions
About Guillaume
Workflow Automation Specialist | Zapier, Make, AI
Panama, Panama - 1:56 am local time
I mainly collaborate with clients in North America and Europe, adapting my hours to their schedule.
My focus is on high-impact automations for coaches, agencies, and SaaS businesses — not low-cost freelancing. Every workflow I build is designed to save 10–40h/month and eliminate busywork through clean, scalable systems in Zapier, Make, and Notion.
🚀 Agencies lose up to 15% of leads without automation.
I help marketing agencies save hours every week and close more deals by building AI-powered workflows with Zapier & Make.
Examples:
• Client onboarding automation → 6–10h saved/week
• Lead sync (Forms → Google Sheets → Slack → HubSpot) → +15% conversion rate
• Weekly reporting dashboards → automated KPI updates
đź’Ľ Why work with me
✅ Background in growth & automation — built and launched complete workflows from scratch
âś… Expert in Zapier, Make, Notion & AI automations
âś… Clear structure & smooth communication in every collaboration
💡 I also publish ready-to-use templates for Zapier and Make, including the Client Onboarding Automation and CRM Tracker systems — helping agencies start automating instantly.
Let’s talk about your workflows — or start with a free async audit (48h turnaround).
Steps for completing your project
After purchasing the project, send requirements so Guillaume can start the project.
Delivery time starts when Guillaume receives requirements from you.
Guillaume works on your project following the steps below.
Revisions may occur after the delivery date.
Review current onboarding process
Description: I will analyze your existing workflow and tools to identify bottlenecks and opportunities.
Design automation workflow
Description: I will map out a clear onboarding journey and define the automations needed for smooth execution.