You will get I'll build your client onboarding automation in Zapier or Make
Project details
Still manually onboarding clients? I'll automate the entire process so the moment someone fills your form, they get a welcome email and their details are logged in your tracker, no copy-pasting, no delays, no missed leads.
What's included:
✦ Google Form setup — a clean client intake form that triggers everything
✦ Automated welcome email — sent instantly via Gmail the moment the form is submitted
✦ Google Sheets tracker — every lead logged automatically with name, email, service, and status
✦ Full testing — I test every step before handover, so nothing breaks on a real client
You'll get a working automation, a walkthrough of how it runs, and a simple guide so you can manage it yourself going forward.
What's included:
✦ Google Form setup — a clean client intake form that triggers everything
✦ Automated welcome email — sent instantly via Gmail the moment the form is submitted
✦ Google Sheets tracker — every lead logged automatically with name, email, service, and status
✦ Full testing — I test every step before handover, so nothing breaks on a real client
You'll get a working automation, a walkthrough of how it runs, and a simple guide so you can manage it yourself going forward.
Language
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$200
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 8 | 13 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | ||
Formatting & Clean Up | |||
Project Management Support | - | ||
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Workflow documentation
+$30
30-min walkthrough call
+$25
1 week post-delivery support
+$50Frequently asked questions
About Lucy
Executive VA | Inbox, Calendar & Automation Expert
Nairobi, Kenya - 4:02 am local time
I'm Lucy, an Executive VA with 10 years in administration and operations. I've supported CEOs, founders, and busy teams across scheduling, communications, and back-end operations. I know how fast things fall apart when no one's watching the inbox or the calendar, and I make sure that doesn't happen.
What I take off your plate:
✦ Inbox management — zero inbox, daily. Nothing missed, nothing late.
✦ Calendar management — scheduling across time zones, protected focus time, zero conflicts
✦ Client onboarding — workflows that make new clients feel taken care of from day one
✦ Notion / Asana setup — systems your whole team can actually follow
✦ Research & reports — information handed to you ready to act on
✦ Travel planning — full itineraries handled end to end
Where I go further than most VAs:
I use Zapier, Make, and AI tools to build automations that eliminate repetitive work for good. One client onboarding system I built saves 5 hours of manual work every week. I don't just complete tasks, I look for the thing that keeps creating tasks and fix it.
Tools: Google Workspace · Notion · Asana · ClickUp · HubSpot · Calendly · Slack · Zapier · Make · ChatGPT · Loom · Zoom · Trello
I respond within 4 hours. If you want a VA who thinks like an operator, I offer a free 30-minute call to see if we're a good fit.
Steps for completing your project
After purchasing the project, send requirements so Lucy can start the project.
Delivery time starts when Lucy receives requirements from you.
Lucy works on your project following the steps below.
Revisions may occur after the delivery date.
Review requirements
I review your onboarding steps, welcome email, and tools before building anything.
Build Google Form
I set up or refine your client intake form with all the right fields.