Career Coaching Agency - Onboarding Funnel Automation
A career coaching agency's onboarding automation helps 239K job seekers access the 5 most effective strategies for landing a job, with Zoom call tracking and downloads, contract automation, and Stripe payments.
Project Overview
Client testimonial Solution walkthrough Project Description AirTable base User Acceptance List Process Documentation Make.com Automations Stripe payment to Onboarding Email sequence to DocuSign envelope Pre-filled DocuSign envelope generation
Client testimonial
https://youtu.be/XrRDUvIEJY8
Solution walkthrough
https://youtu.be/Y0WW9ak_qmc
Project Description
Client onboarding flow automations were requested by the client that helps 239K+ job seekers to get 5 most effective strategies for landing dream jobs.
Automated DocuSign pre-filled envelope is sent to the new applicants with signing status tracked in AirTable. Every client record is created in easy to use AirTable interface.
Every zoom call is appended to the database and linked to clients record
Wishlist onboarding for every relevant client using API calls to Wordpress infrastructure.
The platforms in use:
SamCart
Wordpress WishList API
Stripe
DocuSign
AirTable
ConvertKit
Google Docs
30+ Automation flows
AirTable base
User Acceptance List
Process Documentation
Project SOPs
Make.com Automations
Stripe payment to Onboarding Email sequence to DocuSign envelope
Pre-filled DocuSign envelope generation
Project Details
Technology Stack
Processes
- Customer Contact Automation
- Document Workflow Automation
- Onboarding
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