Free — no credit card
EZYE OS · Client Onboarding Automation
The night I stopped doing client work by hand.
One build now onboards every client while I sleep.
The exact automation that replaced eight hours of manual onboarding a week and runs itself start to finish.
What's inside
- A hands-off onboarding flow that runs while you sleep
- Step-by-step build guide, no code required
- Never forget or skip an onboarding step again
- Reclaim eight hours of your week
EZYE OS · Client Onboarding Automation Cheat Sheet
The Client Onboarding Automation Build
by Divjot Sahni · EZYE Consulting · ezye.com.au
The eight-hour problem
1
Map every manual step you repeat for each new client
2
Spot the three tasks eating most of your week
3
Decide what a bot should handle versus you
Setting up the trigger
1
Connect your intake form as the entry point
2
Fire the automation the moment a client signs
3
Route their details into the right places automatically
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