Just automated my entire client onboarding process. Thought I'd share how.

Akash Dubey

27d • Wins 🌟

Used to spend 2-3 hours per new client just on admin work:

Sending calendar links back and forth
Manually adding them to my CRM
Writing up proposals after calls
Chasing invoices and payments
Sending follow-up emails

It was exhausting.

So I built an automation that does all of it:

What happens now:

→ Client books a call on my calendar → They're automatically added to my CRM with all their info → They get an instant "thanks for booking" email with the meeting link → We have the call → System generates a custom proposal based on our conversation → Proposal gets sent to them automatically within 5 minutes → When they pay via Stripe, I get a notification → Client gets onboarded to their project automatically

Total time I spend on admin now: Zero.

I just show up to calls and close deals. Everything else runs itself.

For anyone in B2B this is a game-changer.

Happy to walk through how I built it if anyone's interested. It's not complicated, just took some time to set up properly.

Drop a comment if you want the breakdown.

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