Client Onboarding System by Preston CardwellClient Onboarding System by Preston Cardwell

Client Onboarding System

Preston Cardwell

Preston Cardwell

AI Automation

Automation Engineer

AI Developer

Google Apps

Google Apps

Make

Make

N8N

N8N

Accounting & Tax

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Posted May 1, 2025

Automated client onboarding: on proposal signature, stores proposal, creates info requests & folders, assigns team by availability/type, sends kickoff email.

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3

Timeline

Mar 1, 2025 - Mar 30, 2025

Tags

AI Automation

Automation Engineer

AI Developer

Google Apps

Google Apps

Make

Make

N8N

N8N

Accounting & Tax

Preston Cardwell

Preston Cardwell

CPA & Financial Consultant | Expert in Automations

Startup Financial Services

Startup Financial Services

Business Operations & Automation Consulting

Business Operations & Automation Consulting

Tax Depreciation Automation

Tax Depreciation Automation

Asset-Based Cold Email System

Asset-Based Cold Email System

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For independents

Contra Pro Manage freelance projects Get verified as an expert Find jobs Get discovered Sign contracts Send invoices Commission-free payments

For companies

For companies Manage team projects Share hiring workspace Post jobs Discover contractors Sign contracts Approve invoices Global payments & tax compliance

Use Cases

For companies For freelancers For creator tools For agencies For VCs

Resources

Partner networks Advertising Hackathons Creative Human Data Human Creativity Benchmark Human in the loop API Project-based hiring calculator Guide to flexible hiring Guide for agencies Creator tools awards Customer stories Blog FAQs for freelancers FAQs for companies Referrals

Hire Freelancers

Explore all Top independents Design Engineering Marketing Music & audio Social media Video & animation Product Business consulting & HR Other

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