You will get Client Onboarding & CRM Automation System for Service Business
Top Rated
Project details
How important is your time? Every hour spent on repetitive tasks is time lost that could be spent growing your business.
Manually onboarding new clients after every booking or payment slows down your operations and increases the risk of missed follow-ups.
I design automation workflows that handle what happens after someone becomes your client so onboarding emails, CRM updates, task assignments, and access delivery happen automatically.
Your onboarding workflow can include:
• Creating or updating contacts in your CRM
• Sending welcome or onboarding emails
• Delivering paid resources or access links
• Assigning internal onboarding tasks
• Updating backend systems like Notion
• Triggering reminders if onboarding steps aren’t completed
These workflows are built using Zapier, Make, or n8n and tailored to your existing tools.
Once set up, every new client moves from payment → onboarding → internal setup without manual follow-ups.
Manually onboarding new clients after every booking or payment slows down your operations and increases the risk of missed follow-ups.
I design automation workflows that handle what happens after someone becomes your client so onboarding emails, CRM updates, task assignments, and access delivery happen automatically.
Your onboarding workflow can include:
• Creating or updating contacts in your CRM
• Sending welcome or onboarding emails
• Delivering paid resources or access links
• Assigning internal onboarding tasks
• Updating backend systems like Notion
• Triggering reminders if onboarding steps aren’t completed
These workflows are built using Zapier, Make, or n8n and tailored to your existing tools.
Once set up, every new client moves from payment → onboarding → internal setup without manual follow-ups.
Web Programming Project
API Development, API Integration, Data DashboardProgramming Languages
JavaScriptWhat's included
| Service Tiers |
Starter
$250
|
Standard
$400
|
Advanced
$700
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 2 | 3 | 5 |
Source Code |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $100
Additional Revision
+$30
Loom video walkthrough
+$40
Documentation / SOP
+$30
Urgent 24-hr delivery
+$100Frequently asked questions
6 reviews
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AG
Ann G.
Feb 4, 2026
Notion Database Set Up- Orca Digital
Diana delivered professional, amazing quality work in my Notion account! She understood what I was looking for better than I did! Highly recommend!
TS
Tricia S.
Dec 7, 2025
Startup operations VA to build infrastructure for notion, active campaign, wix in a tight timeline
Diana is incredible! Her organization and detail focus are second to none. I’m continuously impressed and I will be hiring her for everything I need going forward.
AG
Ann G.
Nov 12, 2025
Notion Set Up as Detailed in Attached.
Diana exceeded my expectations with the Notion project. She was very helpful in helping me understand the navigation in Notion. She built a system based on my instructions to organize content in various channels exactly as I envisioned. I will reach out to her in the future for help with Notion.
FO
Funmilayo O.
Oct 20, 2025
Quick Fix for Notion Workspace
Working with Diana was an absolute game-changer for our team. She quickly understood our workflow and designed a Notion workspace that’s not only visually clean but also highly functional. Every section feels intuitive, and we can now manage projects, track tasks, and collaborate seamlessly in one place. Diana’s speed, attention to detail, and responsiveness exceeded our expectations. I would recommend her to any team looking to optimize their operations with Notion. Very fast and flawless.
GA
Gregory A.
Oct 9, 2025
Video Editing and Text Overlay using Veed.io
About Diana
Operations Systems Specialist | CRM, Client Onboarding & Automation
100%
Job Success
Lagos, Nigeria - 5:17 pm local time
Clients are onboarded inconsistently. Your CRM is either missing, messy, or manual. Your tools don't talk to each other. And you're still doing by hand what should have been automated months ago.
That's exactly what I fix.
I'm an Operations Systems Specialist working with coaches, consultants, agency owners, and service-based businesses to build the backend systems that make scaling actually work. Structured onboarding flows, organized CRMs, connected automations, and documented processes your team can follow without you.
What makes my approach different:
I don't set up software. I build systems around how your business operates, then implement them in the right tools. That distinction matters because a Notion workspace that doesn't reflect your actual workflow is just expensive clutter, and an automation that breaks your client experience is worse than no automation at all.
What I build:
✦ Client Onboarding Systems: End-to-end onboarding flows that deliver a consistent, professional experience every time. Intake forms, welcome sequences, onboarding portals, automated triggers.
✦ CRM Setup & Optimization: Pipeline design, contact management, lead tracking, and follow-up workflows. Built in GoHighLevel, ActiveCampaign, Airtable, or Notion depending on what fits your business.
✦ Workflow Automation: Stripe to onboarding. Form submission to CRM. Payment to email sequence. Your tools connected so the manual steps disappear.
✦ Operations System Builds: SOPs, process documentation, team coordination hubs, and project tracking. Delivered in Notion or Airtable so your team has one source of truth.
✦ GoHighLevel Systems: CRM setup, pipeline builds, funnel configuration, and automation within GHL for coaches and agencies ready to centralize their entire client operation.
Tools I work in:
Notion (Certified Admin) · Airtable (Certified Admin & Builder) · GoHighLevel · ActiveCampaign · Make · Zapier · n8n · Softr · Wix · Stripe
What clients say:
"She understood what I was looking for better than I did."
"Her organization and detail focus are second to none."
"She brings my crazy automation ideas to life."
If your business has outgrown its current systems and you need someone who can think operationally and execute technically, let's talk.
Steps for completing your project
After purchasing the project, send requirements so Diana can start the project.
Delivery time starts when Diana receives requirements from you.
Diana works on your project following the steps below.
Revisions may occur after the delivery date.
Workflow Mapping
I review your onboarding process and define the automation logic.
Automation Setup
I build the workflow using Zapier, Make, or n8n.