STEP 5.3: A CASE STUDY
Builds Her First System
Isabelle's new client onboarding process is great, but it's still manual. She's spending too much time sending welcome emails and creating folders. She needs to build her first real system.
The Challenge
How can Isabelle automate the repetitive parts of her client onboarding so she can focus on the strategic and creative work? She needs to create her first Standard Operating Procedure (SOP).
The Action
1. Document the "As-Is" Process
Isabelle lists every single step: get payment notification, create a Google Drive folder, write a welcome email, attach a link to her questionnaire, etc. She realizes it's all "robot work."
2. Identify Automation Opportunities
Isabelle discovers she can use a tool like Zapier to connect her payment processor to Google Drive and her email. This is a game-changer.
3. Create the SOP
She creates a simple checklist that separates the automated steps from the few remaining manual ones.
The Outcome
By creating this system, Isabelle saves herself hours per client. Her onboarding is now instant, professional, and error-free. She has built her first true business system.
New SOP: Brand-in-a-Box Onboarding
- Automated: When client pays, automatically create a shared Google Drive folder and send the welcome email with a link to the onboarding questionnaire.
- Manual: Once the client submits the questionnaire, review their answers and schedule the kickoff call.