One-click client onboarding for an agency
At a marketing agency, one click set up each new client's CRM account, with pipelines, tags and team channels ready.
Cut new-client onboarding from 30 days to 7.
I build automations for small teams in New Jersey, New York and across the US. The job is simple: find the repeated work that keeps stealing time, then build a dependable way to handle it.
Most teams don't need another big platform. They need a few specific jobs to stop depending on memory and copy and paste. These come up most often:
Not everything needs AI. If the steps never change, a normal workflow is cheaper and easier to trust. I add an agent when the task involves messy input, a real decision or a draft a person should review. More on AI agents, and how I pick between n8n, Zapier and Make.
Automations need looking after. A webhook changes, an API drops a field or your process changes. When that happens, you message the person who built it. There is no account manager in between.
I'm based in New Jersey and work with teams across New Jersey and New York City, plus remote clients across the United States. Most of the work is remote wherever you are, and I'm reachable on US Eastern time.
In 2026 I shipped more than 40 apps, AI agents and automations. Before that, I built more than 20 production n8n workflows across more than 10 client accounts at a marketing agency, including one-click client onboarding that cut a 30-day process to 7. Browse the work and the guides, or see what an AI automation consultant does.
The task your team repeats most and complains about loudest. Usually that's lead intake into the CRM, follow-ups that depend on someone remembering, or a weekly report someone builds by hand. Show me that task, and I'll map it and price it.
Often a normal workflow. If the steps never change, plain automation is cheaper and easier to trust. I add AI when the input is messy, a decision is needed or a person should review a draft.
Automations should alert you instead of failing quietly, so I build them that way. If you keep me on each month, I fix breaks as part of that work. If not, you get notes your team can follow.
n8n, Zapier, Make and GoHighLevel for workflows, plus custom code when a job outgrows them. Everything runs in your own accounts.
Send a few lines about the work. I keep working until you are proud of it. If I am not the right fit, I will tell you on the first call.