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Fiverr Pro
English
$
USD
I will build a client onboarding system with automation
About this Gig
Running your business through Instagram DMs, email, spreadsheets, and different apps can quickly become difficult to manage.
New client inquiries get missed, follow-ups are forgotten, onboarding feels inconsistent, and important information ends up scattered across multiple places. As your business grows, keeping track of every client manually becomes time-consuming and stressful.
I build simple client onboarding systems that help service businesses collect inquiries, automate follow-ups, organize client information, and track every client through a clear workflow.
Depending on your workflow, the system can be built using Fillout, Google Sheets, Slack, and automation tools such as Make, Zapier, or n8n. Optional Wix landing pages can also be included to create a complete inquiry-to-onboarding process.
A practical setup for businesses that want fewer missed inquiries, faster response times, easier follow-ups, and a more organized day-to-day workflow without the complexity of a traditional CRM.
Works especially well for consultants, coaches, beauty studios, cleaning businesses, agencies, and other service-based businesses that want a simple, reliable onboarding process.
FAQ
I keep losing track of client inquiries. Can this help?
Yes. The workflow is designed to keep all inquiries, statuses, follow-ups, and client information organized in one place so nothing gets missed.
My current process is messy and manual. Is this complicated to use?
No. The goal is to simplify your workflow, not make it more complicated. Everything is built to be easy to manage day-to-day.
Can I get notified when someone submits a form?
Yes. Depending on your package, you can receive automatic notifications through Slack or email when a new inquiry comes in.
Can this work for my specific business?
Most likely, yes. The workflow can be customized for different service businesses like beauty studios, cleaning companies, consultants, coaches, and more.
Do I need a CRM for this?
Not necessarily. This setup is designed as a lightweight alternative to complex CRM systems for businesses that want something simpler and easier to manage.
Can you also build a landing page for the workflow?
Yes. The Premium package includes a custom 1-page Wix landing page connected to your workflow system.
