Data Entry Projects in IndiaData Entry Projects in IndiaAgency Onboarding Automation — From Contract to Project Launch Without Manual Setup
Built a client onboarding machine for a digital agency that eliminates 2+ hours of manual admin every time a new client signs.
THE PROBLEM:
New client signs the contract → account manager manually creates a Slack channel, Google Drive folder, Asana project, and sends a welcome email 2 days later. Clients felt ignored. Projects started slow. Project managers wasted hours on setup instead of strategy.
THE SYSTEM I BUILT:
→ TRIGGER: PandaDoc/HelloSign contract signature instantly fires webhook
→ QUALIFY: Parse contract value, service type (SEO, PPC, Web Design), and team size to determine onboarding tier (Standard vs. Premium)
→ CREATE: Auto-generate Slack channel with client + internal team, Google Drive folder structure with template documents, and Asana project from pre-built template with all milestones
→ ASSIGN: Push client data to HubSpot CRM, notify finance team in Slack, and assign project manager based on current workload and expertise match
→ WELCOME: Client receives personalized welcome email with project timeline, team contacts, kickoff meeting link, and onboarding checklist within 10 minutes of signing
→ SYNC: All project data synced to agency dashboard for leadership visibility
THE RESULTS:
• Onboarding initiation: 48 hours → 10 minutes
• Admin time per new client: 2 hours → 5 minutes
• Client satisfaction score (onboarding phase): +40%
• Project setup consistency: 100% across all teams
TECH STACK:
Make.com (http://Make.com) | PandaDoc | Slack | Google Drive | Asana | HubSpot | Google Workspace
WHY THIS WORKS:
First impressions are everything. This system makes clients feel like they're working with a machine-precision agency from minute one — because they are. Executive Virtual Assistant & Business Operations Support
Overview
Provided comprehensive virtual assistance to support daily business operations, ensuring smooth workflow, effective communication, and efficient task management. Responsibilities included managing emails and calendars, organizing documents, coordinating meetings, conducting online research, maintaining CRM records, and handling administrative tasks to improve productivity and streamline operations.
Scope of Work
Email Management
Calendar Management
Internet Research
Data Entry
CRM Updates
Document Organization
Meeting Coordination
Travel Planning
File Management
Administrative Support
This project demonstrates my ability to provide reliable administrative support while ensuring business operations remain organized, efficient, and productive. By combining attention to detail, proactive communication, and effective task management, I help businesses save time, streamline workflows, and focus on achieving their goals. 
