Let’s be honest: onboarding new clients manually sucks. Email chains. Spreadsheet chaos. Missed follow-ups.

A few months ago, at Gonzo Digital Marketing Australia, I decided to fix this the developer way — through automation.

Here’s what I did 👇

🧩 Step 1: Defined the Workflow

Every client went through the same 5 steps — proposal → approval → payment → kickoff → reporting. So, I mapped it all in Google Sheets, connected it to Zapier, and linked with Slack for instant notifications.

⚙️ Step 2: Integrated Everything

When a client signs a proposal → they automatically receive a welcome email

When payment is confirmed → our internal Slack gets a “New Project Live” message

When onboarding is complete → GDrive folder & reports are auto-created

No code. No hassle. Just time saved.

💡 Step 3: Why This Matters

This small automation turned into a major productivity boost — cutting admin time by 70% and improving client satisfaction.

If you run a digital marketing agency in Australia or handle multiple clients, this approach will change your workflow forever.

🏁 Final Thoughts

We at Gonzo Digital Marketing Agency always look for smarter ways to work — not harder. If you want to try automating your processes, start small. Map your tasks, find no-code tools, and let the system handle the boring stuff.

💬 Question for you: What’s one task in your workflow you’d love to automate next?