How a Coach Automated Her Entire Client Journey
One of my clients — a business coach — used to manually onboard every new client. She sent emails, created folders, shared links, and tracked payments by hand. We built a no-code client journey system using Tally + Airtable + Make + Gmail. Here’s what happened: - When a new client signs up via Tally → Airtable stores their info. - A client folder is auto-created in Google Drive. - A welcome email goes out with resources and next steps. - Payment status updates automatically from Stripe. Result: onboarding time dropped from 30 minutes to 2 minutes — and the client experience became smooth and consistent. That’s what happens when systems work for you, not against you.