I will automate your proposal contract automation signing client onboarding workflow


About this gig
You close a deal then spend the next 48 hours manually sending a proposal, chasing a signature, issuing an invoice, and welcoming your new client by hand.
That is not a business. That is a bottleneck.
Every step you do manually is money sitting still, a client losing confidence, and your time spent on admin instead of the work that actually earns. Most business owners accept this as normal. The ones growing fastest have automated every step between "yes" and "paid."
That is exactly what I build for you.
WHAT I DELIVER
I set up a fully automated proposal-to-payment pipeline using tools like Make.com, Zapier, PandaDoc, DocuSign, and your CRM (HubSpot, GoHighLevel, Notion, or HoneyBook). The moment a lead is ready to move forward:
- A branded proposal is generated and sent automatically
- Once accepted, a contract is triggered and sent for e-signature
- On signing, an invoice or payment link fires instantly
- A professional client welcome sequence begins no manual emails needed
- Your CRM is updated at every stage with zero input from you
No more chasing. No more dropped balls. No more copy-pasting between tools.
Message me before ordering and I will review your current workflow
Get to know ayeraye
Landing Page and Sales Funnel Specialist High Converting Pages for Courses Bus
- FromNigeria
- Member sinceApr 2026
- Avg. response time2 hours
- Last delivery2 months
Languages
English, French, Spanish, Yoruba
FAQ
What platforms do you work with?
I can build and automate workflows using tools like PandaDoc, DocuSign, Jotform, Typeform, HoneyBook, Dubsado, Zapier, Make, Google Workspace, Airtable, Notion, HubSpot, Pipedrive, and many other CRM and automation platforms.
Can you automate my entire client onboarding process?
Yes. I can automate everything from proposal delivery and contract signing to questionnaires, invoices, welcome emails, task creation, CRM updates, and client notifications.
Do I need to provide my own software accounts?
Yes. You'll need active accounts for the platforms you want to use. If you're unsure which tools are best for your business, I'll recommend the most suitable option based on your workflow and budget.
Can you customize the workflow for my business?
Absolutely. Every workflow is built around your specific business process. I don't use one-size-fits-all templates.
What if I need changes after delivery?
Revisions are included according to your selected package. I'll make sure the workflow functions correctly and meets your requirements before final delivery.

