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I will automate your client onboarding process with make
Karolina L
About this gig
Just signed a client, and now the manual part starts? Copying details into your project tool, setting up the same tasks again, chasing the intake form, telling the team.
I'll automate your client onboarding in Make.com, so every new client gets the same smooth start without you running each step by hand.
Once a client is confirmed (paid, signed or moved to a stage in your CRM), this can run on its own:
- Client details sent from your CRM to your project tool
- Project and recurring onboarding tasks created from your template
- Welcome email with your intake form, answers saved on the client record
- Reminders until the intake is done, then a note to you
- Your team notified when the project is ready, status updated in your CRM
Start with one step, then add more. Want your whole onboarding automated? Ask for a custom offer.
Built to be reliable:
- Tested with your own examples before delivery
- Documented: what starts each automation and what each step does
- Error handling and duplicate checks where needed
Client not signed yet? See my client process gig. Not sure which package fits? Message me your tools.
Get to know Karolina L
Karolina L
I turn business processes into working systems and automations
- FromPoland
- Member sinceMar 2020
- Avg. response time1 hour
Languages
English, Polish
Hi, I’m Karolina! I build automations with Make that connect the tools you already use, and I design business systems in Notion and Airtable. My background is in operations and rolling out systems in a large company, so I always start by understanding how your work really flows.
I’ll keep you updated as I work, and everything I deliver is tested and documented, so you and your team knows how to use it.
Message me with what you’d like to build!
My Portfolio
FAQ
What can trigger my client onboarding workflow?
Depending on your tools, onboarding can start after a confirmed payment, signed contract, CRM deal-stage change or another agreed business event.
Can you connect my CRM to my project management tool?
Yes. Where the necessary integrations or APIs are available and the scope fits the package, I can connect client records with project creation, initial tasks or related setup steps.
Will you build everything in one Make.com scenario?
Not necessarily. I structure connected scenarios around clear responsibilities when that makes the process easier to test, troubleshoot and maintain.
Which tools can you work with?
The available options depend on your existing tools and their integrations or APIs. Share your current setup and the steps you want to automate before ordering if you are unsure about compatibility.
What if my onboarding process is more complex than the package?
Please contact me before ordering. We can review the requirements and define a suitable custom scope if the workflow needs additional integrations, advanced logic or recovery handling.
