Automated Onboarding Flow for Freelancer – Clickup & Make.com
Streamlined Sales & Onboarding Process for Freelancers Built a simplified onboarding process with Clickup as the powerhouse using Make.com & Zapier Workflow Roadmap
Streamlined Sales & Onboarding Process for Freelancers Built a simplified onboarding process with Clickup as the powerhouse using Make.com & Zapier Workflow Roadmap
Affiliate Registration Workflow for Coaching Program Using Monday & Make.com Streamlined affiliate registration workflow including everything from:Collecting payment at the time of registration & annually thereafter Tracking the generated revenues & registrant dataSimple process for Billing AR/APManaging opt-out flow - annual subscription remindersNurturing & maintaining the partnership with easeThis is…
Streamlined Quoting and Sales Process for Tree Service using Monday & Make.com "Transform your business with the Workflow Automation Expert, who revolutionized our operations, enabling us to achieve more with fewer resources. By eliminating the need for additional administrative staff, we redirected resources to hiring revenue-generating employees, igniting unparalleled…
Automated Client Billing Workflow Client Billing Workflow to automatically capture the hours worked by client and contractor into a customized invoice report. This flow connects Quickbooks & Google Files to Monday.com w/ Make.com Scenarios.