Client Onboarding System – Asana + Google Forms Automation
I built this system to help service-based businesses streamline client onboarding. The automation connects Google Forms → Asana → Google Drive, so every new client automatically gets a project, folders, and task list — saving hours each week.
My Role:
▪️Mapped the workflow from intake to project creation
▪️Built automation in Zapier
▪️Designed clean task templates in Asana
▪️Created SOPs & documentation
Results:
▪️70% less time spent on manual setup
▪️Clearer communication between clients and team
▪️Easy onboarding even for new staff