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

Make it