Let’s be honest: onboarding new clients manually sucks.
Email chains. Spreadsheet chaos. Missed follow-ups.
A few months ago, at Gonzo Digital Marketing Australia, I decided to fix this the developer way — through automation.
Here’s what I did 👇
🧩 Step 1: Defined the Workflow
Every client went through the same 5 steps — proposal → approval → payment → kickoff → reporting.
So, I mapped it all in Google Sheets, connected it to Zapier, and linked with Slack for instant notifications.
⚙️ Step 2: Integrated Everything
When a client signs a proposal → they automatically receive a welcome email
When payment is confirmed → our internal Slack gets a “New Project Live” message
When onboarding is complete → GDrive folder & reports are auto-created
No code. No hassle. Just time saved.
💡 Step 3: Why This Matters
This small automation turned into a major productivity boost — cutting admin time by 70% and improving client satisfaction.
If you run a digital marketing agency in Australia or handle multiple clients, this approach will change your workflow forever.
🏁 Final Thoughts
We at Gonzo Digital Marketing Agency always look for smarter ways to work — not harder.
If you want to try automating your processes, start small. Map your tasks, find no-code tools, and let the system handle the boring stuff.
💬 Question for you:
What’s one task in your workflow you’d love to automate next?
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