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$
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I will automate your client onboarding process using make com
Adeniyi Erioluw
About this gig
Every time you sign a new client, do you find yourself doing the same things manually sending welcome emails, creating folders, setting up contracts, adding contacts to your CRM, scheduling kickoff calls? That's hours of your week gone on tasks a system could handle in seconds.
I will build you a fully automated client onboarding workflow using Make.com that kicks in the moment a new client signs up handling everything automatically so you can focus on actually serving them.
What your automated onboarding system can include:
- Automatic welcome email sent to the client instantly upon signing up
- Client details automatically added to your CRM (HubSpot, Notion, Airtable, etc.)
- Contract or proposal automatically generated and sent for signing
- Dedicated Google Drive or Notion workspace created for each new client
- Kickoff call automatically scheduled via Calendly or Google Calendar
- Internal Slack or email notification sent to your team when a new client onboards
Perfect for:
- Coaches and consultants
- Freelancers and creative agencies
- Service-based small businesses
- Anyone tired of doing the same onboarding steps manually every single time
What you get:
- Fully built and tested Make.com onboardi
Get to know Adeniyi Erioluw
Adeniyi Erioluw
Business Automation Specialist Workflow Automation AI Integration 3Years
- FromNigeria
- Member sinceApr 2026
- Avg. response time1 hour
Languages
English, French, Yoruba, Spanish
Workflow automation specialist helping small businesses eliminate repetitive tasks using Make.com and n8n.
Over the past 1–2 years I've worked with real clients across industries building automations that streamline operations and reduce manual work by hours every week.
Every workflow I deliver comes with a walkthrough video and post-delivery support so you're never left confused.
Tools: Make.com · n8n · Zapier · ChatGPT API · Airtable · Notion · Google Workspace · Slack
Have a process eating your time? Let's automate it message me.
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FAQ
What triggers the onboarding automation?
It can be triggered by anything — a form submission (Typeform, Tally, Google Forms), a payment (Stripe, PayPal), a contract signing (DocuSign, PandaDoc), or even a manual button. We'll agree on the trigger before I start building.
Which CRM and tools do you support?
I work with most popular tools including HubSpot, Notion, Airtable, Google Workspace, Slack, Calendly, Stripe, DocuSign, PandaDoc, and Trello. If you use a tool not listed here, message me and I'll confirm compatibility.
