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Client Onboarding Automation (GHL to Asana)
Client:
ACM
Project Type:
Client Onboarding, Workflow Automation
Tools Used:
GoHighLevel, Zapier, Asana, ClickUp
Delivery Model:
Internal Systems Optimization
Overview:
Acceleratus Media needed a more efficient way to onboard clients across departments while ensuring nothing slipped through the cracks. The existing process relied heavily on manual updates, emails, and task duplication across tools.
Process:
Mapped out onboarding workflow steps from GHL to Asana
Created a Zapier automation that triggers when a new client form is submitted in GHL
Set up Zapier to auto-generate project boards and subtasks in Asana based on the client's service package
Included logic for tagging, assigning tasks, and templated checklists
Synced client contact data to both ClickUp and Asana for team visibility
Results:
Reduced onboarding time by 70%
Eliminated task duplication between departments
Improved consistency in project delivery and client experience
Team gained real-time visibility into onboarding progress
