I will automate your client onboarding with notion trello and zapier

Every time you get a new client, do you find yourself doing the same things again?

Copying their details into Notion or Trello. Creating a project. Making a Google Drive folder. Sending the welcome email. Adding tasks. Scheduling the kickoff call. Then checking whether someone on the team remembered everything.

That is exactly what I can help you fix.

I build practical client onboarding automation using Notion, Trello, Zapier, Make and Google Workspace so your onboarding process can do the repetitive work for you.

A client can submit their information and your workflow can create the client record, prepare the project, create folders, assign tasks, send notifications and schedule the next step.

I build this around the way your business already works. You do not need to replace every tool you use.

If you are a freelancer, consultant, agency, coach or small business owner who is tired of repeating the same onboarding tasks, send me a message and tell me what currently happens when a new client comes in.

I will look at the process and tell you what can be automated.

Message me before ordering or choose the package that matches your workflow.