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$
USD
I will automate your client onboarding, contracts, and CRM workflow with gohighlevel
Mike Automation
About this gig
The moment someone becomes a client is also the moment most businesses drop the ball.
A new client signs on, and then... radio silence. No welcome email, no clear next steps, no contract sent promptly, nothing set up in your CRM until someone remembers to do it manually. That gap is where new clients get cold feet, or just get frustrated before the work even starts.
I build client onboarding automation that takes care of everything the moment a deal closes welcome sequences, contracts, CRM setup, and project kickoff all without anyone on your team lifting a finger.
What I set up for you:
- Automated welcome sequence (email/SMS) triggered the moment a client says yes
- Contract automation send, track, and confirm signatures automatically
- CRM workflow that moves the client through the right pipeline stages without manual updates
- Automated task/project creation so your team knows exactly what to do next
- Optional client portal setup, so clients have one clear place to see their status
I work primarily with GoHighLevel, along with HubSpot, Zoho CRM, and Pipedrive, connected using n8n and Zapier where needed.
message before ordering
Get to know Mike Automation
Mike Automation
AI Automation, CRM Workflow Specialist, n8n, GoHighLevel, AI Agents
- FromUnited States
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English
I help businesses stop losing time and revenue to manual processes. I build AI-powered automations that connect your CRM, lead sources, and daily workflows into systems that run themselves from lead capture and routing to automated follow-up.
My toolkit: n8n, GoHighLevel, HubSpot, Zoho CRM, Pipedrive, and Salesforce, paired with AI agents built on OpenAI and Claude for the parts that need judgment, not just rules.
No generic templates, every automation is built around how your business actually runs. Message me and I'll map your process before you spend anything.
Other Software Development Services I Offer
FAQ
Which CRMs do you work with for onboarding automation?
Primarily GoHighLevel, along with HubSpot, Zoho CRM, and Pipedrive. Message me if you use a different CRM with API access
Do you build client portals like Suitedash or Honeybook?
I build client portals using GoHighLevel's native portal feature. If you specifically need Suitedash or Honeybook expertise, that's outside this gig's scope — happy to point you toward what to search for instead.
Can this handle contract signing, or just the CRM/email side?
Yes — contract automation (via GoHighLevel's native e-signature or DocuSign/PandaDoc integration) is included starting in the Standard package.
I already have lead routing or invoicing set up with you — does this connect to that?
Yes, that's exactly what Premium is built for — this gig is designed to plug directly into an existing lead-to-invoice system rather than operate as an island.
What if I don't have a CRM set up yet?
I can help you get a basic CRM configured as part of the project, though full CRM setup from scratch may require Premium or a custom quote depending on complexity.
Will my team need training to use this?
Every build includes documentation and a walkthrough video so your team can manage and adjust the automation without needing to hire a developer.
How long does delivery actually take?
Listed delivery times are for standard scope. Multiple CRM integrations or custom portal design may need Premium's extended timeline — I'll flag this before you order if your scope requires it.
Are e-signature platform costs included?
GoHighLevel's native e-signature is included at no extra tool cost. If you specifically want DocuSign or PandaDoc, those have their own subscription costs, separate from my build fee.
Can this work for coaches/consultants, not just agencies?
Yes — this is built for any business with a defined "lead becomes client" moment: agencies, coaches, consultants, service businesses.
What do you need from me to get started?
Your CRM, current onboarding steps (even informal ones), and what you want automated first. See Buyer Requirements below — sent as an intake form after you order.
