Level Up Physiques.
A better start for every client.
- Systems Automation
- Client Onboarding
- File Generation & Sharing
Make the setup
take care of itself.
Each new client needed folders, resources and onboarding paperwork. The team needed a consistent way to prepare and share those materials without repeating the same setup work.
I built the connections between the form, CRM, file-sharing, email and contract tools. A form submission could start the process and carry the client’s details through the system.
Saved them thousands a year with client onboarding systems automation.
One form starts
the setup.
I used the Zoho Forms submission as the starting point. The client supplies their name, email and referral selection; Zoho Flow uses those details to create or update the CRM contact and follow the corresponding referral branch.
Enter the details once.
I mapped the form’s name and email fields into Zoho CRM’s create-or-update contact action. The same form details also name the client’s Google Drive folder.
Their resources,
ready to use.
The system creates Bloodwork, Check-In Photos and Resources subfolders inside the client’s folder. It copies eight resource files into place, including mobility drills, macro resources, a welcome video and a program template.
I connected those steps to an automated welcome email that shares the folder link with the client.
The paperwork
moves forward, too.
A separate Zapier automation responds to the same onboarding-form submission and emails the contract. Resource preparation and contract delivery share a starting point without depending on one another.
- Zoho Flow
- Zoho Forms
- Zoho CRM
- Google Drive
- Gmail
- DocuSign
- Zapier
Less repetitive work.
More room to coach.
I built a consistent start for each client while reducing the administrative work behind it: collecting details, preparing materials, sharing resources and sending the contract.