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Client Onboarding Automation for Cleaning Service
Streamlined client intake with automated contracts, scheduling, and welcome sequences for a cleaning company.
Time to onboard
10 min onboarding
Tools
n8nGoogle FormsGoogle DocsGmail
The Client's Problem
My Approach
The Workflow Breakdown
1
Stripe webhook trigger: payment confirmation starts the entire onboarding sequence 2. Google Form for client preferences: pets, access codes, focus areas, allergies 3. Jobber API integration for recurring job creation with correct package and schedule 4. ZIP-code-based crew assignment using a coverage map in Google Sheets 5. Crew notification via Slack with access instructions, preferences, and pet details
Results & Impact
- Onboarding time per client dropped from 45 minutes manual to under 3 minutes (zero-touch)
- Owner admin hours on Sundays went from 8+ hours to zero
- Missing preferences at first visit went from regular occurrence to zero since deployment
- Client cancellations from onboarding issues went from 3-4 per month to zero
- Crew assignment errors went from 2-3 per month (wrong ZIP) to zero with automated matching
- Time from payment to confirmation dropped from 1-3 days to under 5 minutes
Technical Highlights
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