Agina Chinazaekpere Patience

Onboarding Workflow Automation portfolio Agina Patience Project Goal / Brief Designed and implemented an automated client onboarding system using Google Forms and Zapier, sending personalized emails and tracking responses efficiently. Google Form Creation Created a structured Google Form to collect client details, including: Full Name Email Address Company Name Services Needed Project Start Date Budget Tools Used This ensures all essential information is captured for onboarding. Zapier Automation Setup Configured a multi-step Zapier automation to trigger on new form submissions: Captures client responses Sends automated, personalized emails Tracks submissions for organized record-keeping This step validates the automation workflow and shows technical setup. Test Emails & Live Emails Tested and validated the automation: Test emails confirmed the workflow functions correctly Live emails dynamically inserted client names and details, ensuring personalization and professionalism Response Tracking Responses are automatically collected and tracked: Provides an organized client database Supports easy reference and reporting Optional integration with Google Docs / Sheets for documentation Outcome / Impact Fully automated client onboarding process Reduced manual effort and errors Ensured professional, personalized communication Scalable system for multiple clients Ready Ready to simplify to simplify youryour onboarding onboardingprocess? process?Reach Reach out outtoday todayand andlet’s let’screate createan an automated, automated, efficient efficient workflow workflow tailored tailored to your to your business business needs. needs.