Client Onboarding Automation by Jonathan Bayo

Client Onboarding Automation

Jonathan Bayo

Contact for pricing

About this service

Summary

I build automated onboarding systems that welcome new clients, collect key details, and organize everything for you automatically. Using Make.com, Airtable, and Gmail, I create a seamless flow from form submission to confirmation emails and CRM updates, so you never miss a step.

Your onboarding process will be customized to fit your business structure. Whether you work with coaching clients, agency retainers, or project-based contracts, the system will handle form intake, email updates, and record creation automatically. You’ll spend less time on admin tasks and more time building relationships.

FAQs

Can this work with my current tools?
Yes, it can integrate with platforms like Typeform, Google Forms, HubSpot, Notion, or your CRM through Make.com.
How long does setup take?
Most onboarding systems are completed within 5–10 business days.
Will my data stay secure?
Absolutely. All data transfers happen through encrypted connections, and I only access your accounts with permission.
Can I add more automations later?
Yes, your setup will be flexible, allowing for future updates such as invoicing or feedback collection.

What's included

Automated Onboarding Workflow
A Make.com scenario that connects your client intake forms, CRM, and email tools to automate the entire onboarding process — from data capture to first contact.
Centralized Client Dashboard
A live Airtable or Google Sheet that tracks client information, onboarding stages, and status updates in real time.
Automated Email Sequence
Custom email templates and timed triggers that send welcome messages, contract links, and project details automatically.
Documentation & Training Session
A short walkthrough and user guide showing how to manage, update, or expand the automation for future clients.

Example projects