Okonkwo Rita

Below is a curated show of my Zapier project demonstrations​ ​ ​ Client Application & Automation Build for an Insurance Agency ​ ​ Insurance agent was using Buddha for client applications, but the process was clunky for clients and hard for agents to track. Submissions lacked visibility, follow-ups were manual, and there was always a risk of leads being missed. I rebuilt the entire application flow and automation using Zapier, focused on making it easier for clients and more reliable for the agency. What I Did Reviewed the existing Broker Buddha application to understand required insurance data Simplified and reorganized questions to reduce client confusion and drop-offs Built a new link-based client application with conditional logic Evaluated and selected the best form platform (Jotform, Typeform, Tally, Airtable) Connected form submissions directly to the CRM Built and mapped all Zapier automations to ensure every lead is captured Tested multiple submission scenarios to prevent missed or broken data Monitored live submissions and refined the flow after launch The Result Clients complete applications faster with fewer questions and clearer flow Agents can see application progress in real time No more guessing if a lead was submitted or lost Reduced manual follow-ups and cleaner CRM data Tools Used Zapier CRM integration Online form platform (based on agency needs) ​ ​ Lead Nurture Automation & System Fix ​ ​ I built and fixed a lead nurture system for an insurance client offering an Injury Protection Plan for Athletes.​ ​ I built a Zapier automation that follows up with leads using email and SMS in a clear, non-pushy way. Instead of forcing applications, the messages invite questions and real conversations, while clearly naming the injury plan so prospects aren’t confused by generic insurance emails. I also: Created a process map showing the full lead journey from form submission to follow-up and response Used the process map to help the client easily understand how the system works and what happens at each step Set up logic to stop all follow-ups once a lead replies, preventing over-communication Documented the entire workflow step-by-step in Notion for easy reference and future updates Result: A clean, reliable system that captures every lead, follows up automatically, and supports real conversations, without confusion or wasted effort.​ ​ ​ ​ ​ ​ Smart Lead-Capture Chatbot Integrated with Notion​ ​ ​ ​ ​ I developed a custom chatbot automation that captures and qualifies leads directly from a website, seamlessly syncing the data into Notion for centralized tracking and follow-up. ●​ Designed to understand user intent by asking targeted questions such as the reason for visiting and their immediate needs.​ ●​ Dynamically redirects users to specific services or resources based on their responses.​ ●​ All form responses and interactions are automatically logged in Notion, triggering internal workflows for outreach and client engagement.​ ●​ Eliminated manual data entry, reduced response lag, and created a smoother lead management experience. ​ Paystack → Zapier → Airtable Automation (Press play to watch video) ​ ​ I built a Course Payment & Access Automation System that eliminates manual checks and link-chasing for digital educators and coaches. ●​ Seamless Payments → Paystack integration to track successful & failed payments​ ●​ Smart Database → Airtable organizes Students, Payments, and Courses in real time​ ●​ Instant Access → Successful payments trigger automatic course link delivery​ ●​ Failure Handling → Friendly emails prompt retry if payment fails​ ✅ ✅ ✅ ✅ Results:​ No more manual “payment confirmed?” checks​ Zero lost access links​ Smooth, reliable student experience​ Educators focus on teaching, not admin work Built with: Paystack, Airtable, Zapier ​ ​ ​ ​ ​ Registration-to-Follow-Up Automation System (Press play to watch video)​ ​ See Next Page ​ I built a Registration-to-Follow-Up Automation System that removes all manual admin work for coaches, workshop hosts, and educators. ●​ Smart Registration Capture → Google Form + Sheets + Zapier routing​ ●​ Instant Responses → Auto emails, access links, and calendar invites​ ●​ Conflict-Free Scheduling → Google Calendar blocks time & prevents overlaps​ ●​ Reminder Sequence → 3-day + 1-hour emails​ ●​ Follow-Up Flow → Thank-you + check-in emails​ ✅ ✅ ✅ ✅ Results:​ 8–10 hours saved weekly​ Zero double-bookings​ Higher attendance through reminders​ Professional, seamless student experience Adaptable: Works with Kajabi, Skool, Thinkific, Teachable, Airtable, Notion, and more. ​ ​ ​ ​ ​ ​ ​ ​ Insurance Policy Renewal Compliance & Notification Automation​ ​ ​ ​ I Built a Renewal Workflow Automation (Insurance Ops) ●​ Designed and implemented a fully automated renewal notification pipeline for a mid-sized insurance operations team.​ ●​ Built multi-channel reminders: email cadence (60, 30, 15, 7, 2, 1 days before expiry) + SMS follow-ups if clients had not renewed.​ ●​ Created a rules engine in Google Sheets/Notion to track “Renewed / Not Renewed” status with timestamps.​ ●​ Automated ingestion of renewal PDFs → parsed policy metadata → updated CRM rows → stored docs in Google Drive for compliance.​ ●​ Solved timing issues by configuring Zapier (Date Formatter + Delay Until) to deliver reminders at 9AM local time, ensuring higher visibility.​ ●​ Delivered measurable results: 40% reduction in manual follow-ups, 0.0% missed renewals, and a complete audit trail for accountability.​ Tech stack: Zapier, Google Sheets, Notion, OpenPhone, Google Drive Impact: Eliminated missed renewals, reduced operational workload, and created a scalable, auditable process for future renewals.