Client Onboarding &
Project Delivery
Connected HubSpot/GHL, ClickUp, Slack, Google Sheets and QuickBooks so every won deal instantly creates a project, an invoice, and a team handoff — with no manual data entry between systems.
Three teams. Three systems. The same data entered three times.
Every time a deal closed, the same client information moved through Sales, Delivery and Finance by hand. The CRM had it. ClickUp needed it manually entered. QuickBooks needed it entered again. Slack had to be updated. The ops tracker had to be updated. 11 separate manual steps stood between deal close and project kickoff.
- Client data re-entered manually across CRM, ClickUp, QuickBooks, Slack and Google Sheets after every deal
- Finance chasing Delivery for project codes; Delivery waiting on Sales for client details — every time
- No single view of where a new client stood — visibility required checking multiple systems
- Errors and delays in handoffs meant new clients experienced friction from day one
One trigger. Five systems. Everything flows automatically.
Before connecting anything, we mapped what actually happened after a deal closed — not how it was supposed to work, but how it did. We found 11 manual steps. Most were just copying the same information into different systems. We cut it to 2: the sales rep marks the deal won, everything else runs automatically.
- Deal close trigger in HubSpot / GHL — marking a deal "Won" fires the entire downstream workflow instantly
- ClickUp project created automatically — pre-populated with client name, scope, assigned team and due dates from the contract
- QuickBooks draft invoice created instantly — correct client, line items and payment terms pulled directly from the deal; Finance reviews and sends
- Google Sheets ops dashboard updated automatically — new client row with deal value, project status and team; leadership has real-time pipeline visibility
- Slack handoff posted to delivery channel — client summary, project link, invoice reference and kickoff checklist; no back-and-forth to gather details
From deal close to project kickoff in minutes, not days
Ready to build something like this?
Every engagement starts with understanding how work actually moves — before we automate anything.
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