Contra - A professional network for the jobs and skills of the futureAutomate Lead Capture & Onboarding for Social Media Agencies
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Project Goals: Automate lead capture and client onboarding for a social media agency.
Solution: Built a lead-to-onboarding automation using Calendly, Airtable, email automation, Google Drive, Stripe, and Fillout. Booked calls sync to Airtable, reminders are sent automatically, leads are routed post-call, contracts and payments are tracked, and onboarding forms trigger automatically with data saved back to Airtable.
Impact: ~95% less admin work, no manual follow-ups, and a fully automated onboarding process.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started