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Fiverr Pro
English
$
USD
I will automate your client onboarding with custom forms and n8n workflow
Kensei Ai
About this gig
Your client just signed. Now someone spends 3 hours sending the contract, chasing the intake form, creating folders, and copying details into the CRM. Every single client.
I automate that.
I'm a full-time automation developer at a financial services firm - I build and maintain n8n systems in production every day. My specialty: client onboarding flows with custom forms.
WHAT YOU GET
- Branded intake form (Tally, Typeform, Jotform or n8n Forms)
- One submission triggers it all: CRM, contract, payment, folders, project board, welcome emails
- Conditional paths for different client types
- Error handling + alerts so nothing breaks silently
HOW IT WORKS - NO MEETINGS
- Fill my 5-minute intake form
- I build and test (2-7 days)
- You get a Loom walkthrough + docs
WHY ME
- 15+ automations live in production right now
- Ex-agency owner: fixed scope, fixed price, no surprises
- 7-day fix-anything guarantee
Message me with the tools you use and I'll send a short build plan before you spend a cent.
Get to know Kensei Ai
Kensei Ai
AI Automation Engineer Convert More Leads with Smarter Systems
- FromSouth Africa
- Member sinceNov 2024
Languages
English
https://kenseidigitalsolutions.com
Full-time automation developer at a financial services firm - I build and maintain n8n, Make and Zapier systems that run in production every day. Specialty: client onboarding automation - custom intake forms wired into n8n so the moment a client signs, everything happens automatically: CRM, contracts, payments, folders, welcome sequences. 15+ workflows currently live. I work async: intake form in, tested build + Loom walkthrough + docs out. No meetings needed. Onboarding still manual, or an automation broken? Message me - I reply with a plan, not a pitch.
FAQ
Which form tools do you work with?
Tally, Typeform, Jotform, Google Forms or native n8n Forms - whatever fits your stack and budget. Already have a form you love? I wire it straight into the automation.
Do I need my own n8n account?
Either way works. I build on your instance (cloud or self-hosted) or set one up and hand over full ownership. You keep every credential - zero lock-in.
Will we need calls?
No. You fill a short intake form, I build, you get a Loom walkthrough and written docs. I'm active in Fiverr chat throughout the build if questions come up.
What tools can you connect?
CRMs (HubSpot, Pipedrive, GoHighLevel), Stripe/PayPal, Google Workspace, Notion, ClickUp, Asana, Slack, DocuSign/PandaDoc, WhatsApp - plus any tool with a REST API.
What if something breaks after delivery?
7-day fix-anything guarantee, free. Want longer cover? Add 30 days of monitoring + priority fixes as a gig extra.
