Michele

Client Onboarding Automation Specialist

Feb 2026 - Feb 2026 • 0 mos

Helped over 60 clients who were frustrated with slow client onboarding, lost leads, and too much manual work. I created complete Forms, Automation & Digital Intake systems that dramatically cut their admin time. Expert in designing interactive forms and powerful automations using Typeform, Jotform, n8n, Make com, and Airtable. Delivered solutions that automatically qualify leads, send welcome sequences, update databases, and reduce errors. If manual processes are slowing down your growth, I can solve that for you. Tired of doing everything manually? Send me a message let’s create a professional Forms, Automation & Digital Intake system that helps your business scale faster.

Forms, Automation & Digital Intake Specialist

Jan 2026 - Jan 2026 • 0 mos

I help coaches, consultants, churches, and healthcare providers who are exhausted from manual data entry, scattered client information, and time consuming intake processes. Many of my clients came to me frustrated, drowning in spreadsheets, chasing clients for missing information, and wasting 20+ hours every week on repetitive admin work. With deep expertise in Forms, Automation & Digital Intake, I design beautiful, high converting interactive forms (Typeform, Jotform, Google Forms, Cognito Forms) and connect them to powerful automations using n8n, Make com, Zapier, and Airtable. I turn chaotic, manual processes into smooth, professional digital systems that automatically organize data, send notifications, qualify leads, and onboard clients or patients effortlessly. Since 2023, I’ve helped dozens of businesses eliminate hours of weekly manual work, reduce errors, and create a much more professional experience for their clients and members. If you're tired of losing time and opportunities due to messy intake processes, I can help you fix that. Ready to finally have clean, automated Forms, Automation & Digital Intake systems that work for you 24/7? Send me a message, let’s discuss how we can build something that saves you significant time and helps your business run smoother.

Digital Intake & Automation Consultant

Jan 2026 - Jan 2026 • 0 mos

I work with busy coaches, consultants, and church leaders who are overwhelmed by manual paperwork, missed follow-ups, and disorganized client data. Many come to me after wasting hours every week chasing information and managing spreadsheets. I specialize in Forms, Automation & Digital Intake solutions, building smart forms with Typeform, Jotform, and Google Forms, then powering them with n8n and Make.com automations connected to Airtable and CRMs. My systems automatically handle lead capture, client onboarding, member registration, and data organization. If you're tired of repetitive admin tasks holding your business back, I can help you reclaim your time. Ready to turn your chaotic intake process into a smooth, automated system? Message me today and let’s build an efficient Forms, Automation & Digital Intake workflow for you.