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● Delivered · Ops
One-Entry Client Provisioning
One entry creates a new client's entire footprint: invoicing, revenue config, reporting config, onboarding record, profile doc, and team notification — idempotently, with a rate hard-gate.
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● Delivered
Category
Ops
Outcome
5+ manual provisioning steps collapsed into one.
Stack
SupabaseSlack
About this project
One entry creates a new client's entire footprint: invoicing, revenue config, reporting config, onboarding record, profile doc, and team notification — idempotently, with a rate hard-gate.
Outcome
5+ manual provisioning steps collapsed into one.
Automation in action
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One-Entry Client Provisioning — how it works
SharePoint Client Provisioning
Onboard a new client with one webhook, not an afternoon of copy-paste.
Lead Flow: CRM ↔ Job Management
Stop re-typing leads and start working them.
Booking → Pipeline Webhook
Every calendar booking becomes a pipeline prospect automatically, with company details auto-filled from the work-email domain, cancellation handling, and a call-prep trigger.