Bring Everything Together!
At Automate clients, at the time when I became part of team, the company has 20 clients but all of them needed to be launched ASAP but everything was a mess. Snapshot was over all the place, no organised database was setup for clients' data and no SOPs for clients for smooth onboarding.
Challenges:
- The need to organize the GHL snapshot, make sure everything is connected well and and clean. All the extra things are removed and the workflows are synced with each other the right way.
- Creating an easy to access Database and tracking system for the team to access the clients' data over long term, which included their accounts' credentials, images etc and account status.
- Bring together a detailed playlist of SOPs for clients to help them execute their tasks easily and without having a back & forth conversation that ends up wasting time of both parties.
- Come up with a better system to handle clients' requests and make sure they feel heard at all times.
- How can be remove as many things as possible where we have to wait on the client to proceed with the account completion process, like waiting for 2fa for Mailgun and Domain access etc.
Solutions:
- Snapshot Makeover: A new snapshot was setup from scratch, only the things that were needed from the original snapshot were duplicated, funnel was retouched to eliminate the loopholes, the workflows were polished and tested throughly and new workflows were setup for better notification system and lead communication.
- Monday Board Database: Engineered a detailed database on Monday and Zapier automation to organize all the important client information and keep the internal team updated regarding the GHL setup whenever the account status is changed.
- Google Sheets and Documents: Created a simple and easy to follow yet very detailed SOP playlist on Google Sheets which contained urls of different documents which contained a loom videos, written instruction and a troubleshooting section.
- Skool and Ticketing System: A Weekly tech call was scheduled in the skool community (previously on Google Calendar) and a Ticket form was created which was given to every client and bookmarked in the slack channel to submit tickets and any concerns regarding our service, that would notify us on Monday, on our individual task's board.
- Email Configuration: Instead of asking access for domains and using client's Mailgun account, I decided to start buying the domain on our end and then transfer the domain to their account once the setup is completed and instead of using Maligun, we transferred over to LC email and started using DMARC record to make sure the emails were going to primary inboxes.
Key Outcomes:
Within the first six weeks at Automate Clients, I identified and resolved all operational loopholes, allowing the company to focus on onboarding more clients each month and run operations smoothly without worrying about recurring issues. I was responsible for client onboarding, which involved setting up sub-accounts, configuring funnels, automations, calendars, LC Email, A2P, and other critical integrations to ensure seamless and efficient setups. I served at Automate Clients for 30 months before leaving the company in February 2025.
Why work with me?
4.5+
I have been working as GHL Solution Architect for almost half a decade and I'm aware of everything that comes with it.
50+
I have worked with over fifty plus clients across multiple platforms including Facebook, Upwork and YouTube, collaborating on different kind of projects with different needs.
7
I have collaborated with seven SaaS agencies across various industries, equipping me with the adaptability to seamlessly integrate into new teams and systems.
23+
I have over 23 five-star reviews on Upwork and a 100% success rate, demonstrating my credibility and reliability.
