Automate Your Client Onboarding in 10 Minutes

How I Turned a 2-Hour Process into a Set-and-Forget System (Plus: ChatGPT's Google Killer & a Hidden Beach Paradise)

Hey there,

Welcome to this week's Digital Sprint Dispatch, where we're diving into Make.com automations, the latest AI developments, and another Brazilian beach for remote workers.

⚡ This Week's Quick Hits

  • How I slashed client onboarding time by 87%

  • OpenAI challenges Google with ChatGPT's new feature

  • Discover Pipa: Brazil's hidden surfer paradise

  • make.com spotlight: Building automated workflows that scale

💡 Weekly Workflows: Client Onboarding Automation

“The best systems run themselves”

James Clear

Have you ever spent hours setting up new client accounts and end up forgetting a folder somewhere along the way? I just transformed our 2-hour onboarding marathon into a 10-minute sprint. Here's what I built:

The Impact:

  • ⚡ 87% reduction in setup time

  • 📁 Zero manual folder creation

  • 🤝 100% consistent client experience

  • 📈 Real-time progress tracking

The System Components:

  1. Smart Lead Processing

    • Instant forms, lead scoring, and tailored welcomes for every new client.

  2. Documentation Simplified

    • Automatic folder setup, pre-filled templates, and a central resource hub.

  3. Workflow Automation

    • Auto-scheduled tasks, real-time tracking, and team notifications.

Want this system? Reply with "Onboarding System" and we can make it happen.

🛠️ Tool of the Week: make.com

What it is: Enterprise-grade automation platform
Who it's for: Businesses ready to scale operations

Why Choose it:

  • 🔄 Visual workflow builder

  • 🔌 1,000+ app integrations

  • 💰 Cost Effective

  • 🚀 Enterprise-ready scaling

Pricing: Free plan available, scales with usage
Alternative: Zapier (simpler, higher price point)

Personal Take:

I think Make.com operates in a sweet spot:

  • More powerful than Zapier

  • More user-friendly than n8n

  • Best price-to-feature ratio

  • Perfect for growing businesses

Pro tip: Start with their templates and modify them to meet your needs. I built our entire onboarding system using make.com as the backbone.

🔥 Breaking News: ChatGPT Gets Real-Time Search

OpenAI just hit Google with a Haymaker: ChatGPT now has real-time search capabilities.

What This Means For You:

  • 🎯 Live data access (news, stocks, sports)

  • 🧠 Enhanced decision making

  • 🔍 One-stop information hub

Early Impact:

  • No more platform switching

  • Reduced research time

  • Up-to-the-minute accuracy

The big question: Is this the beginning of the end for traditional search engines? It might be to early to tell, but one thing's clear: the way we access information is evolving rapidly.

🌴 Remote Work Paradise: Pipa, Brazil

At a Glance

  • 🏠 Cost of living: 800-1500 USD a month

  • 🏄‍♂️ Vegan hippy surfer vibes

  • 🌊 Cliff-backed beaches

  • 🌴 Small town with an active young community

Why Pipa Now

  • 🍽️ Plenty of restaurants and cafes

  • 💰 Lower cost than major cities

  • 🏄‍♂️ Surfable beaches

Consider Before Going

  • 🛣️ Cramped streets

  • ⚠️ Not ideal for those with limited mobility

📨 Let's Connect

What's your biggest automation challenge? Hit reply—I'll personally help you solve it.

Until next Thursday,
Tyler

P.S. Did you know?

Iguanas, Monkeys and Dolphins oh my! Keep your eyes peeled when you're in Pipa, there's a good chance you'll see at least one of these three while you're there!

Monkey Business

Reply

or to participate.