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.

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

Google Drive

Make

Make

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