You will get client onboarding system (CRM, emails, tasks) automated
Project details
You will get a fully automated client onboarding system that removes manual work from your business and ensures every new client is captured, organized, and followed up instantly.
I specialize in building automation systems using n8n that connect your forms, CRM, email, and internal tools into one seamless workflow.
What sets this project apart is that it doesn’t just “send emails” — it builds a complete onboarding pipeline that updates your CRM, assigns tasks, triggers notifications, and ensures no lead or client is ever lost.
This is designed for coaches, agencies, and service-based businesses that want a professional, scalable onboarding experience without manual effort.
I specialize in building automation systems using n8n that connect your forms, CRM, email, and internal tools into one seamless workflow.
What sets this project apart is that it doesn’t just “send emails” — it builds a complete onboarding pipeline that updates your CRM, assigns tasks, triggers notifications, and ensures no lead or client is ever lost.
This is designed for coaches, agencies, and service-based businesses that want a professional, scalable onboarding experience without manual effort.
Project Type
Ecommerce Management, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 2 | 3 |
Frequently asked questions
About Abdulrazak
AI Automation | n8n, Zapier & Make Expert | API Integration
100%
Job Success
Lagos, Nigeria - 8:59 pm local time
I build automation systems that eliminate repetitive operational work and keep processes running without manual intervention.
For example, I recently built a system that logs into QAD supplier portal, extracts reports, and replaces weekly manual reporting which automated portal workflows across Ingersoll Rand portal handling logins, extracting reports, and structuring outputs automatically. It replaced a significant portion of the team’s weekly reporting work.
I’m currently building a second system integrating John Deere supplier portals handling demand reports, combining datasets, firmed and forecast order and streamlining how teams track changes across systems.
That’s the level I operate at: real operational workflows, not just simple integrations.
Here’s what I can help you automate:
– Multi-step workflows across portals, dashboards, and internal tools
– Automated reporting systems (data extraction, processing, delivery)
– AI agents, chatbots, and RAG systems for internal and client-facing use
– AI-assisted workflows using Copilot and LLMs for validation and enrichment
– Notifications (Slack, WhatsApp, internal alerts)
– Data synchronization across systems and platforms
– End-to-end automations using n8n, Make (Integromat), and Zapier
I also help businesses:
✔ Fix or rebuild broken automations
✔ Replace expensive Zapier workflows with n8n
✔ Connect tools into one reliable system
✔ Build custom automation for internal operations
Most systems reduce manual work by 60–80% and run reliably in the background.
If you already have a process, I’ll optimize and automate it.
If you’re starting from scratch, I’ll design a system tailored to your workflow.
If you’re looking for someone who can understand your operations and build automation that actually works in real-world conditions, let’s talk.
TAGS
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Steps for completing your project
After purchasing the project, send requirements so Abdulrazak can start the project.
Delivery time starts when Abdulrazak receives requirements from you.
Abdulrazak works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1
Client purchases the project and shares onboarding requirements and tools used
Step 2
I analyze your current onboarding process and design the automation flow