Client Onboarding System
Isaac Olukoya
Created a 30-step Zapier Client onboarding system triggered by new Asana tasks, using ChatGPT to classify client needs and split into tailored paths.
Each path includes Slack updates, Google Sheets logging, and delayed follow-ups, ensuring a 50% faster onboarding process for a consultancy with 100+ clients.
Details:
Client: [Confidential Consultancy]
Duration: 3 months
Tools: Zapier, ChatGPT, Asana, Slack, Google Sheets
Skills: Onboarding Automation, Path Optimization, Team Coordination
Industry: Consultancy
What It Does: Automates client onboarding with AI-driven path splitting, delivering personalized updates and tasks to streamline the process for large client bases.
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Posted Aug 16, 2025
Created a 30-step Zapier Client onboarding system for a consultancy.
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