User
Write something
Q&A is happening in 5 days
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.
How One Automation Saved 40 Hours a Month for a Small Agency
A small digital agency I worked with was spending hours manually updating their client reports every week. They tracked performance data, copied numbers into Google Slides, and sent the deck to each client. We built a simple low-code system using Google Sheets + Make + Slides that: - Pulled data from Google Analytics and Ads automatically - Updated each client’s report in their folder - Sent them a notification when it was ready No more manual reporting, no missed deadlines — and they saved around 40 hours every month. That’s the power of automation when used with intention — small systems that multiply time.
1-2 of 2
powered by
Ashar Automates
skool.com/ashar-automates-1129
Learn Automation, AI & Business Growth. Save time, boost productivity & scale smarter with Ashar Malik
Build your own community
Bring people together around your passion and get paid.
Powered by