Phoenix - Your AI AssistantAutomate your client onboarding
Delivery in
3 days
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What you get with this Offer
You'll get a fully automated client onboarding flow built around your existing tools. When a new client signs up, the system handles the rest, confirmation email, contract or welcome pack, folder creation, calendar invite, and any follow-up reminders.
No more copy-pasting details, chasing signatures, or forgetting steps.
I'll map your current onboarding process in a short call, build the automation, test it end to end, and hand it over with a simple walkthrough so you know exactly how it works.
Built in n8n, Make.com or Zapier - whichever fits your existing stack.
No more copy-pasting details, chasing signatures, or forgetting steps.
I'll map your current onboarding process in a short call, build the automation, test it end to end, and hand it over with a simple walkthrough so you know exactly how it works.
Built in n8n, Make.com or Zapier - whichever fits your existing stack.
What the Freelancer needs to start the work
A quick overview of your current onboarding steps, which tools you already use (email, CRM, calendar, document signing etc.), and a 30-minute call so I can map it properly before I build.