Automating Client Onboarding for a Freelance Consultant

Client: A freelance marketing consultant managing client onboarding manually.
Challenge:
The client had to manually email welcome packets, send intake forms, and organize client files, taking hours for each new project. They wanted a faster, more consistent onboarding process.

Solution:

• Set up a Zapier workflow to automate onboarding:

  • When a new client was added to their CRM, the system automatically sent a welcome email with links to the intake form.

  • Integrated the intake form responses into a Google Sheet for easy tracking.

  • Created a new folder for each client in Google Drive with predefined subfolders (e.g., contracts, deliverables).

• Provided a quick tutorial on managing and adjusting the workflow.

Results:

• Cut onboarding time by 80%.

• Standardized the process for better client experience.

• Allowed the client to onboard 3x more clients without increasing workload.