I'll automate your entire client onboarding — hands-free.Martin Petrov
Stop spending hours onboarding every new client manually. I'll build a complete automation pipeline that handles everything the moment someone signs up — contracts, invoices, welcome emails, project boards, and notifications — all without you lifting a finger.
Here's exactly what happens automatically:
Client fills out your intake form
Contract is generated and sent for signature
Invoice is created and delivered instantly
Welcome email goes out with all next steps
Project board is created in Notion or Trello
You get notified on Telegram or WhatsApp
FAQs
You'll need accounts for the tools in your workflow — such as Gmail, Stripe, DocuSign, and Notion. Most have free plans. I'll guide you through connecting everything during setup.
Absolutely. Don't need a contract step? Want Slack notifications instead of Telegram? The pipeline is fully built around your specific workflow — just let me know what you need
In most cases, yes. I can integrate with tools like HubSpot, Trello, Asana, or ClickUp. Message me with your current setup and I'll confirm compatibility before you order.
I include 7 days of post-delivery support to catch and fix any issues. For ongoing maintenance, I offer an affordable monthly support package — just ask.
Martin's other services
Starting at$180
Duration4 days
Tags
Zapier
Business Automation Make.com Zap
Client Onboarding
Gmail Automation
Stripe Automation
Service provided by
Martin Petrov Varna, Bulgaria
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I'll automate your entire client onboarding — hands-free.Martin Petrov
Starting at$180
Duration4 days
Tags
Zapier
Business Automation Make.com Zap
Client Onboarding
Gmail Automation
Stripe Automation
Stop spending hours onboarding every new client manually. I'll build a complete automation pipeline that handles everything the moment someone signs up — contracts, invoices, welcome emails, project boards, and notifications — all without you lifting a finger.
Here's exactly what happens automatically:
Client fills out your intake form
Contract is generated and sent for signature
Invoice is created and delivered instantly
Welcome email goes out with all next steps
Project board is created in Notion or Trello
You get notified on Telegram or WhatsApp
FAQs
You'll need accounts for the tools in your workflow — such as Gmail, Stripe, DocuSign, and Notion. Most have free plans. I'll guide you through connecting everything during setup.
Absolutely. Don't need a contract step? Want Slack notifications instead of Telegram? The pipeline is fully built around your specific workflow — just let me know what you need
In most cases, yes. I can integrate with tools like HubSpot, Trello, Asana, or ClickUp. Message me with your current setup and I'll confirm compatibility before you order.
I include 7 days of post-delivery support to catch and fix any issues. For ongoing maintenance, I offer an affordable monthly support package — just ask.
Martin's other services
$180