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

πŸ’‘ Weekly Workflows: Client Onboarding Automation

β€œThe 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

  • πŸ“ Zero manual folder creation

  • 🀝 100% consistent client experience

  • πŸ“ˆ 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.

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

πŸ› 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:

  • πŸ”„ Visual workflow builder

  • πŸ”Œ 1,000+ app integrations

  • πŸ’° Cost Effective

  • πŸš€ 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.

πŸ”₯ 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

  • πŸ” 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

  • πŸ„β€β™‚οΈ Vegan hippy surfer vibes

  • 🌊 Cliff-backed beaches

  • 🌴 Small town with an active young community

Why Pipa Now

  • 🍽️ Plenty of restaurants and cafes

  • πŸ’° Lower cost than major cities

  • πŸ„β€β™‚οΈ Surfable beaches

Consider Before Going

  • πŸ›£οΈ Cramped streets

  • ⚠️ Not ideal for those with limited mobility

πŸ“¨ Let's Connect

What's your biggest automation challenge? Hit replyβ€”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

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