Case Study: Startup Audits achieves automated client onboarding with Zapier

How a One-Person Business Automates its Onboarding Process

Startup Audits, a one-person startup advisory business, needed a faster client onboarding process because founder Bram Kanstein was spending too much time on repetitive manual work like creating folders, documents, spreadsheets, emails, and Trello cards. The company turned to Zapier and its automated workflows to help streamline onboarding.

Using Zapier, Startup Audits automated the full client intake flow: creating Google Drive folders and Google Docs, sending welcome emails through Gmail, logging new clients in Google Sheets, and creating Trello cards with checklists. The result was an instant onboarding process that saved time, reduced manual admin, and let Bram focus more on clients; he said he had discovered only about 10% of Zapier’s power and was already very happy.