Make.com Client OnBoarding Automation Setup

Description:

We are looking for an experienced automation specialist to set up a comprehensive client onboarding system using ---------- . This project involves integrating various tools and platforms to create a seamless process for managing new client information and project setup.

Responsibilities:

Implement an automation system for capturing client details and managing them in a project management tool.
Set up forms and integrate them with the system to update client records.
Create and manage workflows for e-signature processes and invoicing.
Automate the setup of communication channels and project management tasks post-client payment.
Requirements:

Proven experience in automation tools like ---------- .
Familiarity with project management tools (ClickUp experience preferred).
Ability to integrate various platforms (CRM, e-signature, invoicing, communication tools).
Excellent problem-solving skills and attention to detail.

What We Offer:

An opportunity to work on a unique and innovative client onboarding system.
Competitive payment.
Long-term collaboration potential based on project success.

Application:
Please apply with examples of similar automation systems you have set up, especially those involving client onboarding processes.

PS - I'm building out this automation for myself and then I'll be selling it. Once I start selling it, This will become a full time position. Right now I just need some assistance setting it up as I'm quite busy.

For someone with experience, the first job shouldn't take more than a day or two to complete. Once I start running ads, I'll be expecting someone to help me 40 hours a week.

Please respond to me with the word "AUTOMATION" so I know you read my listing to the end. Thanks everyone :)