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English
$
USD
I will build a client onboarding follow up CRM automation using make com n8n airtable
Jocelyn F
About this gig
Still onboarding clients manually and chasing follow-ups
yourself?
I build automated client onboarding and CRM systems
for coaches and consultants so from the moment
someone signs up, everything runs on autopilot.
Welcome emails, session reminders, follow-up sequences,
payment tracking all handled automatically using
Make.com, n8n, and Airtable.
WHAT I BUILD
New client intake form Airtable CRM automatically
Automated welcome email and onboarding sequence
Session reminder and follow-up messages
Contract and invoice trigger automations
Payment tracking and status updates
Client pipeline Enquiry Onboarded Active Completed
Zapier to Make.com migration
Bug fixing on broken workflows
HOW IT WORKS
1. Tell me your onboarding process and tools
2. I map and build the full automation
3. You get a tested system + Loom walkthrough
4. Free fixes within 7 days of delivery
Message me before ordering to confirm scope.
Get to know Jocelyn F
Jocelyn F
Lead Pipeline and CRM Automation Expert Make, n8n, Airtable
- FromUnited Kingdom
- Member sinceApr 2026
Languages
English, French, Spanish, German, Italian
I build automated lead pipeline and CRM systems that make sure
no inquiry goes cold and no follow-up gets missed.
Using Make.com, n8n, and Airtable, I design end-to-end workflows
that capture, score, route, and follow up with leads automatically, so you can focus on closing, not chasing.
From Facebook Ads to Airtable CRMs, from simple automations to
multi-step pipelines with AI enrichment steps — I build it clean,
document it clearly, and make sure it works in production.
Working with clients globally.
My Portfolio
FAQ
What tools can you connect to my onboarding system?
Calendly, Stripe, Typeform, Google Forms, Notion, Google Docs, Gmail, WhatsApp, Slack, Airtable, and HubSpot. If it has an API, I can connect it.
Can you automate sending contracts and invoices?
Yes. I can trigger contract sending via DocuSign or PandaDoc and invoice creation via Stripe or PayPal automatically when a new client is confirmed.
I already have a partial system — can you fix or improve it?
Yes. Share what you have and describe what's broken or missing. Order the Basic package and explain the situation in your requirements.
Will this work with Calendly for session booking?
Yes. Calendly connects natively to both Make.com and n8n — new bookings can trigger reminders, follow-ups, and CRM updates automatically.
Can you automate session follow-up messages after each call?
Yes — this is one of the most popular parts of the system. After a session ends, the automation triggers a follow-up email or WhatsApp message with next steps, homework, or a check-in.
