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- Automate Your Client Onboarding in 10 Minutes
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.
β‘ 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
π‘ Weekly Workflows: Client Onboarding Automation
βThe best systems run themselvesβ
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:
β‘ 87% reduction in setup time
π Zero manual folder creation
π€ 100% consistent client experience
π Real-time progress tracking
The System Components:
Smart Lead Processing
Instant forms, lead scoring, and tailored welcomes for every new client.
Documentation Simplified
Automatic folder setup, pre-filled templates, and a central resource hub.
Workflow Automation
Auto-scheduled tasks, real-time tracking, and team notifications.
β Want this system? Reply with "Onboarding System" and we can make it happen.
π οΈ 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:
π Visual workflow builder
π 1,000+ app integrations
π° Cost Effective
π 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.
π₯ 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:
π― Live data access (news, stocks, sports)
π§ Enhanced decision making
π 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.
π΄ Remote Work Paradise: Pipa, Brazil
At a Glance
π Cost of living: 800-1500 USD a month
πββοΈ Vegan hippy surfer vibes
π Cliff-backed beaches
π΄ Small town with an active young community
Why Pipa Now
π½οΈ Plenty of restaurants and cafes
π° Lower cost than major cities
πββοΈ Surfable beaches
Consider Before Going
π£οΈ Cramped streets
β οΈ Not ideal for those with limited mobility
π¨ Let's Connect
What's your biggest automation challenge? Hit replyβI'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
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