Level Up Physiques

Systems Automation

I built an automated onboarding custom file generation and sharing system for Level Up Physiques. To complete this, I used: Zoho Flow, Zoho Forms, Zoho CRM, Google Drive, DocuSign, and Zapier.

Step 1: The automation is triggered by an onboarding form being filled out using Zoho Forms.

Step 2: After this, a custom Google Drive folder is generated with the folder title mapped to the first and last name of the form entry.

Step 3: From here, three subfolders are generated inside the of the previously generated custom folder; “Bloodwork”, “Check-In Photos”, and “Resources”.

Step 4: Now, it copies 8 individual files inside of the Resource folder. Mobility drills, macro counters, etc.

Step 5: It then wraps the overarching custom folder, it’s three subfolders, and 8 resource files into a nice bow and links it to the new client via an automated email.

Step 6: Lastly, Zapier reads that an entry into the onboarding form has been generated, and automates emailing a contract to seal the deal.