As an agency owner, they found that onboarding can be extremely tiring due to tasks such as creating customer profiles, crafting service level agreements, plugging in customer data, and sending welcome packets. However, by automating onboarding using Zapier, they were able to complete these tasks in just five minutes. The automated process includes a 60-step sequence that covers pre-enrollment, after closing, kickoff meeting, post-kickoff, service agreement, and other critical steps. This automation helps save time, reduces manual work, and improves the overall client experience. By leveraging Zapier's tools such as Filter, Formatter, Code by Zapier, Storage by Zapier, and Path, they were able to segment clients into automation groups based on their responses, compute discounts and total amounts, determine payment status, customize service agreements, generate unique client IDs, create Google Drive folders, and send welcome emails. This automation has saved the agency 5-10 hours per client onboarded, allowing them to focus on meeting client goals and fulfilling expectations.