Phoenix - Your AI AssistantAutomate entire client onboarding flow from payment, welcome
Delivery in
4 days
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What you get with this Offer
I will automate your client onboarding process end-to-end —
starting from a payment confirmation (Stripe/PayPal),
triggering a welcome email, adding the client to your CRM or
project tool, and creating any onboarding tasks or documents
automatically. Fully tested with real trigger events before
handover
starting from a payment confirmation (Stripe/PayPal),
triggering a welcome email, adding the client to your CRM or
project tool, and creating any onboarding tasks or documents
automatically. Fully tested with real trigger events before
handover
What the Freelancer needs to start the work
Payment platform used (Stripe, PayPal, etc.) and
access/API keys
Tools involved in onboarding (CRM, project management,
email platform) and access to each
Your current onboarding steps written out, so I know what
to automate
Welcome email content/template (or confirm if you'd like
me to draft one)