Episode Details

Turn client onboarding and delivery into a repeatable, revenue-generating system you can run from anywhere. In this episode Marcus walks through an end-to-end 'Onboard Autopilot' build: Typeform for intake, OpenAI/ChatGPT for draft deliverables and client messaging, Airtable as the single source of truth, Zapier/Make for orchestration, and Canva/Google Drive or Notion for final assets. You'll get exact prompts for intake-to-deliverable generation, a 6-step automation flow, template revision prompts, and a compact quality-check checklist to keep work high-quality while saving hours. I explain pricing models (setup fee + monthly retainer), how this creates visa-qualifying recurring income, and a 90-minute launch plan so you can start delivering the first automated package this week. Ethical data handling and simple client consent language are included so you automate responsibly and keep retention high.