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2 contributions to Digital Marketing Network
How Do You Fix Onboarding & Payments Systems
how have you tried solving client onboarding and having to chase down clients for payments? Have any strategies that worked.
Know anyone who might benefit from something like this?
I’ve been seeing a lot of agencies in here growing. Love seeing the momentum. Over the past few months, I’ve been building some automated systems specifically for digital marketing agencies to streamline client onboarding, and payment and invoice systems. I’m still learning, but if anyone here wants to talk about AI, or knows someone who could use systems like these, I’m always happy to connect and help out.
1 like • 18d
@Zoltan Juhasz Yes, so I use n8n to build out all of my automations. For the onboarding systems there no AI just automation but for the proposal generator I use a template and have a form that gets filled in then AI just uses the client info and the template and makes a custom proposal.
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Aidan Branley
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15points to level up
@aidan-branley-6167
AI Automations for Roofers

Active 3d ago
Joined Nov 18, 2025