I will be zapier expert for agency automation, client onboarding, revops


About this gig
Every new client should start the same way, without anyone on your team copying details between five apps. I build agency automation that runs onboarding, reporting and RevOps for you.
Client onboarding
- Signed proposal or Stripe payment starts the whole flow
- Client folder, Slack or Teams channel, project board and CRM record created automatically
- Welcome email, kickoff booking link and intake form sent in minutes
- Reporting
- Weekly or monthly client reports pulled from ads, CRM and analytics, then emailed or posted to the client portal
- RevOps
- Pipeline stages, retainer renewal alerts and overdue invoice reminders
- Clean handoff from sales to delivery so nothing is promised twice
Tools
As a Zapier expert I also build in Make (make com) and Microsoft Power Automate, and use n8n when you want to self host. I connect HubSpot, ClickUp, Asana, Monday, Google Workspace, Slack, Stripe and PandaDoc.
Every build comes with error alerts and a short video so your team can run it.
Message me with the steps you repeat for every new client, and I will map what can run on its own.
Get to know Ajilo Mide
Systems Architect for Agencies: Portals, Automation and CRM
- FromNigeria
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English, French, German, Spanish
Other Software Development Services I Offer
FAQ
Zapier, Make or Power Automate?
Zapier for speed and app coverage, Make for complex logic at lower cost, Power Automate if your agency runs on Microsoft 365. I recommend one before you order.
Will it work with my current tools?
Usually yes. HubSpot, ClickUp, Asana, Monday, Google Workspace, Slack, Stripe and PandaDoc are the most common.
Who pays for the automation tools?
You do, on your own accounts, so you own every workflow.
What if something breaks?
Every build has error alerts sent to you. Premium includes 14 days of support.
Can my team edit it later?
Yes. Each build includes a short walkthrough video.
