Business Operations
Zero-Touch Client Onboarding
Contract to kickoff in under 90 seconds.
Automated client onboarding systems that handle every step from contract signing through project setup. Invoice generation, Slack channel creation, project board provisioning, welcome email dispatch, and CRM updates - all triggered automatically.
System BlueprintBusiness Operations
Key Deliverables
Automated trigger-based onboarding sequences from contract signature
Invoice generation and payment tracking integration
Slack workspace and channel provisioning for new clients
Project management board creation with templated task lists
Welcome email sequences with resource delivery
CRM record creation and pipeline stage updates
Measurable Results
6+ hours saved per client onboarding
Sub-90-second execution from trigger to completion
Zero manual handoffs between systems
100% consistency across all new client setups
Clients Served
4+clients across
Agency CoachingSaaSStartup Incubation
System Architecture
Technical Architecture
Tech Stack
n8nMake.comZapierGoHighLevelSlackAirtable
Want results like this?
Every system I build is scoped against projected ROI. If it will not pay for itself within 90 days, I will tell you upfront.