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Fiverr Pro
English
$
USD
I will automate your client onboarding workflow using make or zapier
Ajaikumar A
About this gig
STOP DOING THIS MANUALLY
Every time a new client signs up, are you:
Manually sending a welcome email?
Copying their details into a spreadsheet?
Spending 3045 minutes on admin before the real work even starts?
There's a better way.
WHAT I'LL BUILD FOR YOU
A fully automated client onboarding system that:
Captures client details via a professional intake form (Typeform or Google Forms)
Instantly sends a personalised welcome email the moment they submit
Automatically logs all details into your CRM (Airtable, Notion, or Google Sheets)
Notifies you or your team via Slack or email
All within 30 seconds, zero manual input from you.
TOOLS I USE
Make (formerly Integromat)
Zapier
Typeform / Google Forms
Gmail / Outlook
Airtable / Notion / Google Sheets
Slack
WHAT YOU GET
Fully tested automation scenario
Connected intake form
Personalised welcome email template
CRM setup with your fields
Loom walkthrough video (Standard & Premium)
Post-delivery support (Premium)
BEFORE YOU ORDER
Message me first with your tools and
requirements. I'll confirm scope and make
sure this is the right fit before you pay.
Get to know Ajaikumar A
Ajaikumar A
Workflow and Business Automation Expert
- FromIndia
- Member sinceApr 2026
Languages
English
I help small businesses and online store owners eliminate repetitive manual work through smart, reliable automation.
Using Make, Zapier, and AI integrations, I build workflows that connect your apps and run 24/7 without you lifting a finger.
I can automate your lead capture, CRM updates, email follow-ups, social media posting, Shopify order flows, inventory alerts, and more.
Clean builds, clear documentation, and fast turnaround - every time.
Message me, tell me what you're doing manually, and I'll automate it.
My Portfolio
FAQ
Do I need a Make or Zapier account already?
No. I'll guide you through setting up a free account and handle the entire build from scratch. No prior experience needed.
Which apps can you connect?
Make and Zapier support 3,000+ apps. If your business uses it, I can almost certainly automate it. Message me with your specific tools, and I'll confirm before you order.
Will this work on the free Make plan?
Yes. This onboarding automation runs comfortably within Make's free plan (1,000 operations/month) for most small businesses.
What do I need to provide?
Just tell me which tools you use (form tool, email provider, CRM), share your welcome email text, and I'll handle the rest.
What if something breaks after delivery?
Standard includes 3 days post-delivery support and Premium includes 7 days. If anything stops working within that period, I'll fix it at no charge.
