Sketch out the details, create your form and zap the data into all of your services. This may be the most important workflow you need to automate right now.
You should not be entering any information into any systems for your new clients. ALL of this can and should be automated.
This is how...
Step 1 - Sketch Out The Information in Dynalist
Step 2 - Choose your Weapon
Learn how to set up your form in Airtable, Smartsheet, and Google Forms.
Step 3 - Zap everything to set up all of your services.