Onboarding Automation
Turn a form submission into a clean onboarding flow: confirmation, follow-up, and admin setup — without copy/paste.
Delivery: 7 days after kickoff (once access is provided).
- Tally form (new or improved)
- Google Sheets or Excel as the central database
- Up to 5 automation steps (Make or n8n)
- Confirmation email + internal follow-up reminder
- Basic error handling + alert when something breaks
- Handover (short doc + Loom) + 30-day optimization