Automated Client Onboarding

Pro

Andreas Smidelöv

Starting at

$

995

About this service

Summary

Simplify and accelerate your client onboarding process with automation. From agreement to project kick-off, I’ll design a system that automatically handles the necessary steps, ensuring a smooth transition from initial engagement to fully running projects, so you can focus on what really matters—delivering great work.
I specialize in automating key business processes to help you save time, increase efficiency, and enhance client experiences. From streamlining your CRM and client onboarding to providing AI-powered content generation and web scraping solutions, I design custom systems that drive growth and automate repetitive tasks. My holistic approach enables you to focus on what truly matters—growing your business—while I handle the automation behind the scenes.

Process

Book a quick call to walk through what you need.
I start building it right away, and we set up the things needed on your side (please note this may include you signing up for subscription services).
We keep clear and open communication throughout the project, making sure it all runs smoothly and the delivery actually solves your need
I deliver the finished automation to you.

FAQs

  • Do I need to sign up for subscription services?

    Yes. It's better if you have your own accounts for the necessary services. These services are commonly used: 1. Make.com - Generous free version, but $16/mo covers most needs.

What's included

  • Automated Client Onboarding Service

    Simplify and accelerate your client onboarding process with automation. From agreement to project kick-off, I’ll design a system that automatically handles the necessary steps, ensuring a smooth transition from initial engagement to fully running projects, so you can focus on what really matters—delivering great work.

  • Two Revisions

    Not happy with the end result? Let me know and I'll adjust it. Not happy with the new adjustment? We'll give it one more go!

Duration

2 weeks

Skills and tools

Automation Engineer

Google Drive

Make

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