A complete end-to-end client onboarding system for Poochy Coo — built across 5 tools, connected by 3 live Zapier automations.
The build was managed across a Monday.com board with 5 phases: Enquiry & Intake, Documentation & Contracts, CRM & System Setup, Welcome & Orientation, and First Week Follow-Up.
New clients complete this form at point of enquiry. Data captured: owner details, dog profile, emergency contacts, vet information, and service preferences.
https://forms.gle/iM7GTamv1Hhc8Zo66
Zap 1 — New intake form submitted → welcome email fires automatically
Zap 2 — Assessment passed → 3-email follow-up sequence (Day 1, Day 3, Day 7)
Zap 3 — New intake form submitted → client row added to tracker automatically
Live operational tracker — automatically populated by Zap 3 every time a new client submits the intake form. Colour-coded by assessment status, invoice status, and credits loaded. No manual data entry required.
