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Fiverr Pro
English
$
USD
I will automate your client onboarding, from signed to started with zero manual work
Warlin Pimentel
Level 1
About this gig
The deal is closed, and now you lose hours chasing forms, sending contracts, setting up accounts and explaining the same first steps, every single time.
I build automation that onboards your new clients for you: the moment they say yes, the whole sequence runs on its own.
What your onboarding system does:
- Sends the welcome, contract and intake form automatically after the sale
- Collects what you need from the client, and chases them if they forget
- Creates their records, folders and accounts across your tools
- Assigns the first tasks to your team automatically
- Keeps you posted on who is stuck and where
Built on n8n, connected to the tools you already use: CRM, e-sign, forms, project boards.
What I need from you before you order: a walkthrough of how you onboard a client today, step by step. If it only lives in your head, that is fine, writing it down is the first thing we do, and it is half the value.
Fixed scope, agreed in writing before we start.
Get to know Warlin Pimentel
Warlin Pimentel
n8n and AI Automation for Business Owners, Meta Technology Provider
Level 1
- FromDominican Republic
- Member sinceSep 2021
- Avg. response time1 hour
- Last delivery1 week
Languages
English, Spanish
I'm Warlin Pimentel, founder of OPTIMARD. I build automation that runs your business operations — lead capture, follow-up, CRM, onboarding, and WhatsApp/Instagram messaging — with n8n and AI.
78 orders delivered. I work with business owners who want their own system running, not agencies looking to resell one.
As a Meta Technology Provider, anything on WhatsApp runs on the official Cloud API, not one Meta can shut down.
Before I build, I put the scope in writing. If your idea won't work the way you're picturing it, I'll tell you before you pay.
English and Spanish. Tell me what you need.
FAQ
I don't have a written onboarding process. Can you still help?
Yes, that's the best place to start. Step one is mapping what you do today into a clear flow; automating it comes after. Both are included from the Pro package.
Which tools do you connect?
CRMs, e-signature, forms, email, project boards, cloud storage, most tools with an API. Tell me your stack before you order and I'll confirm what connects.
What if a client doesn't fill in their part?
The system chases them automatically with reminders and flags you if they still don't respond. Nothing falls through a crack silently.
