You will get an Automated Client Onboarding Portal (contracts, invoices, welcome emails)
Project details
Tired of chasing contracts, sending invoices manually, or onboarding clients through endless emails? I’ll set up a smart client portal that automates those repetitive steps — so clients onboard themselves in hours, not days.
With this project you’ll get:
• Automated contracts + invoices
• A branded welcome flow
• An optional dashboard for tracking client progress
Most buyers save 5–8 hours every week, create a smoother client experience, and finally have more time to focus on billable work. Delivery includes a step-by-step SOP and a video walkthrough so you’re fully in control.
I don’t just connect tools — I design systems that free your time and unlock capacity to grow.
With this project you’ll get:
• Automated contracts + invoices
• A branded welcome flow
• An optional dashboard for tracking client progress
Most buyers save 5–8 hours every week, create a smoother client experience, and finally have more time to focus on billable work. Delivery includes a step-by-step SOP and a video walkthrough so you’re fully in control.
I don’t just connect tools — I design systems that free your time and unlock capacity to grow.
AI Development Type
Knowledge Representation, Recommendation System, Software MaintenanceAI Tools
Google AutoML, Open Neural Network Exchange, TensorFlowAI Development Language
PythonWhat's included
| Service Tiers |
Starter
$750
|
Standard
$1,000
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 14 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Detailed Code Comments | - | - | - |
Knowledge Graph | - | - | - |
Model Documentation | - | - | - |
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Workflow or Tool Integration
+$300
30-Minute Training Call
+$150Frequently asked questions
About Gifty
AI Automation Strategist
Pickering, Canada - 9:38 am local time
Most freelancers on here set up a single Zap or automation and leave you to figure out the rest. I take a different approach:
• I map your bottlenecks → what’s actually stealing your time or blocking revenue.
• I design a simple automation system that runs daily tasks for you.
• I deliver with clear walkthroughs + SOPs so you stay in control.
Clients I work with usually see:
• 5–8 hours freed per week (worth thousands annually in time back).
• Faster client onboarding + smoother processes with zero manual chasing.
• Clarity from automated dashboards and reporting.
Whether you need leads nurtured, clients onboarded, or data flowing seamlessly between tools, I’ll set up a system that works with your business, not against it.
👉 Ready to reclaim your time? Check out my packages.
Steps for completing your project
After purchasing the project, send requirements so Gifty can start the project.
Delivery time starts when Gifty receives requirements from you.
Gifty works on your project following the steps below.
Revisions may occur after the delivery date.
Portal Setup & Automation
I’ll install and configure your client onboarding portal. This includes automating contracts, invoices, and welcome emails based on your chosen tier.