I will automate your web forms documents ai client onboarding CRM and lead follow ups


About this gig
Are you losing leads because client onboarding is slow and manual?
You collect forms and documents then spend hours updating your CRM, chasing missing info, and sending follow-ups by hand. Hot leads go cold. Clients get frustrated. Your team wastes time on repetitive work.
I build a complete AI Client Onboarding + CRM + Lead Follow-up System that connects your website forms, documents, CRM, and follow-ups into one automated workflow.
What you get:
New leads from forms/documents are captured automatically
- AI organizes and qualifies the data
- Client is added/updated in your CRM instantly
- Onboarding sequence starts immediately
- Smart follow-ups go out at the right time
- Your team only gets notified when needed
Works with: n8n, Zapier, Make, GoHighLevel, HubSpot, Pipedrive, Monday, HoneyBook, Dubsado and more. You fully own the system.
Stop doing client onboarding the hard way.
Message me before ordering with:
- Where your leads come from
- Which CRM you use
- Your biggest onboarding pain
Lets build a system that works while you sleep.
Lets discuss what you are currently facing right now, so we can find out the right solutions
Get to know D Ibrahima
AI Automation Workflow Specialist Zapier, Make n8n ManyChat, Social Media
- FromUnited Kingdom
- Member sinceSep 2026
- Avg. response time1 hour
Languages
Hausa, English, Spanish
FAQ
Do you only use n8n or can you build with Zapier and Make?
I can build the system with n8n, Zapier, Make.com, or a combination. You choose the tools that fit your business best.
Will I own the automation after delivery?
Yes. Everything is built inside your accounts. You fully own the workflows and can edit them anytime.
What information do you need from me to start?
I need to know where your leads come from (web forms, documents, ads, etc.), which CRM you use, and what part of onboarding or follow-up is currently the biggest problem
Can this system collect documents like contracts or ID?
Yes. We can automate document requests, collection, storage, and notifications as part of the client onboarding flow.
How long does delivery usually take?
Basic package: 3–4 days. Standard: 5–7 days. Premium: 7–10 days, depending on complexity and how quickly you provide access.
Do you offer revisions?
Yes. Basic includes 1 revision, Standard includes 2, and Premium includes 3 revisions to make sure everything works perfectly.
What if I need changes after the system is delivered?
Premium package includes 14 days of support. For other packages, you can order extras or a custom offer for ongoing updates.

