Onboarding is one of the most important processes cause after clients pay the invoice they want to see how the organization they pay for…work with their client that’s why you should hook them up with a strong onboarding experience Here’s a simple way you can try with AI Automation: 1. Make a workflow that triggered by new client payment (by N8N) 2. Wait 5 min and send a personalized onboarding email 3. Add them to your project management DB like Trello or Asana automatically 4. Wait 30 min and send and send your onboarding documentation (Optional) 5. Send them a Calendly link to schedule a kick-off call

Here’s a little hack that will give you a chance to improve your campaign day by day and all run on autopilot. It’s by AI Automation, you will: 1. Make a workflow that runs everyday at 7:00 a.m (by N8N) 2. It will pull the data from Google analytics, Campaign Ads and CRM 3. Combine metrics and feed that to AI Agent that will make well-formatted report 4. Send it to your Slack every morning

I know a lot of people get tired from chasing clients who don’t pay their invoices at the same time and some of them lost in the crowd and that cause a problem in cash flow, so I found a way to track unpaid invoices. It’s by AI Automation: 1. Make a workflow connected to your invoicing tool or CRM by N8N 2. Check daily the client with unpaid invoices and count 3. Grab the clients with 7, 14, 21… and push them into the workflow 4. Make templates for each category and make the AI make some personalization tweaks 5. Send polite reminder message automatically Now cash flow improves without awkward chasing. You save time, increase revenue without extra effort.

I know a lot of B2B business owner or other sales people tired from manual communicating with prospects and booking calls or waste so much unnecessary time that can be used in scaling or closing actual deals so I found a solution that can do this like being on auto-pilot. It’s by AI Automation: 1. Make a workflow that triggered by submitting a your published form by N8N. 2. The data of the form will be fed to AI to make a nice personalized welcome message with Calendly link (or your method) 3. Confirm the event in your calendar 4. Send to the client after 3 days to remind him 5. Send again 24h before the meeting to make sure that the client will show up

You can change tiny things in sales process that can save you time, increase closing rate, make you more professional Here’s a Step-by-Step guide of how way you can auto-generate contracts: 1. Make a workflow on any automation platform (N8N or Make) 2. That workflow will be triggered by submitting a specific form filled by sales person who attend the meeting 3. Based on that data an AI Agent will make a well formatted file according to template we provide 4. Make a Doc file with this data and sent to sales person to review before sending Contracts get finished in minutes instead of hours, leaving clients impressed with your team’s speed and professionalism.