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  • My Client Onboarding Used to Be a Dumpster Fire. Now It Runs While I Sleep.

My Client Onboarding Used to Be a Dumpster Fire. Now It Runs While I Sleep.

(Targets solopreneur pain point + uses "AI Content Creation" appeal)

In partnership with

You’re chasing clients for paperwork.
Sending the same damn intro email for the 47th time.
Your calendar looks like a warzone.
Stop. Working. For. Free.

I automated 92% of my onboarding.
Saved 11 hours a week.
Clients think I’m a wizard.
Here’s how you steal it:

Today’s Recipe

  1. The Right Tools That Do Your Job

  2. The 3 Step Workflows You Need

  3. Tool List

  4. My Advice

  5. Dm if you want help

The Tools that Does Your Job

(Tools that don’t suck. Tested on real humans. Not “thought leaders.”)

What Kills Your Time

How to Automate It

Tool

Discovery Calls

Bot books slots + sends prep questions

Calendly + Typeform

Contracts

E-sign + auto-store in the cloud

Hellosign + Airtable

Payments

Take deposits without chasing

Stripe + Zapier

“What’s Next?” Emails

Drip sequence w/ Loom vids

Mailerlite


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3 Workflows that Do Your Dirty Work

1. The “Don’t Ghost Me” Template

Subject: [Name] - I’m holding your spot. But not forever.  
Body:  
“Yo. Saw you booked a call (hell yes).  
But you *didn’t* [fill out intake form/pay deposit].  
Do that here → [LINK]  
Or I give your slot to someone else.  
No hard feelings. ✌️”  

(Open rate: 78%. They ALWAYS click.)

2. The 1-Click “I’m Not a Robot” Workflow

  • Client signs contract → Zapier triggers →

  • Invoice sent + Notion doc auto-populates →

  • Loom video (“Next steps”) lands in inbox.
    Zero. Fucking. Emails.

3. The “Forget Me Not” Sequence

Email 1 (post-call): “Here’s your project hub [LINK]”
Email 2 (2 days later): “You ignoring me? [GIF of crying clown]”
Email 3 (5 days): “Last call. Closing your file in 24h.”
Results: 90% completion rate. Fear works.

Something big is coming (don’t miss this)

On 15–16 July, the TechTALK AIoT Global Summit is happening — and it’s shaping up to be the event for founders working around AI, IoT, and smart systems.

People like Allie Miller, Santiago Valdarrama, and other top voices in the space are tuning in. When that many smart builders show up, something usually shifts.

It’s not just talks — it’s trend decoding, real-world use cases, and serious edge on where the market’s going next.

Top creators are here. I'm also joining in, and waiting for you guys..
Here’s the link before it fills up:

Tools You’ll be Needing

Click This Shit

“But what if they need a human touch?”
Cool. Use the time you saved actually talk about their kids.
Not sending PDFs.
.

Thanks, Man!

☠️ Real Talk

Your clients don’t want “relationship building.”
They want speed. Clarity. Less work.
Automate like a villain.
Bill more hours.
Take naps.

Your move.
 

Final Note: This isn’t inspiration. It’s a diagnosis. Your resistance to automation is a death wish. Fix it or be erased. No third option exists..

Also, our last edition has got more reactions than ever.
Read it here:

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