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Client Onboarding & Delivery Operations System

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Client Onboarding & Delivery Operations System: The six Zaps in Zapier
The six Zaps in Zapier

The client’s problem

Each new client had to be moved from intake to handover by hand: reviewing the intake, chasing missing requirements, escalating problems and booking the call.

What I built

Six Zaps in one Zapier folder take each new client from intake to handover: AI intake analysis, approved client onboarding, missing requirements, escalation, Calendly booking, and onboarding complete. They work across Tally, Airtable, Slack, Gmail and Calendly.

The outcome

Six connected Zaps take every new client from intake to handover, chasing missing requirements and escalating problems automatically.

How it works

The flow

  1. AI intake analysis
  2. Approved client onboarding
  3. Missing requirements
  4. Escalation
  5. Calendly booking
  6. Onboarding complete

Your Business Needs Better Systems, Not More Manual Work.

Let’s map the system your business needs.

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