Top 3 Automations That Save 20+ Hours of our Client's Week
By Eloiza Mariano Serate
Most entrepreneurs don’t need more hours in the day.
What we need is to stop wasting the ones we already have.
If you’re still manually onboarding every client, creating every project from scratch, and drafting contracts one by one… you’re bleeding time that could be spent scaling your business.
Here’s the thing: The work has to get done, but it doesn’t have to be you doing it.
Automation #1 – Client Onboarding
First impressions matter. But manual onboarding is a time-suck and prone to errors.
With tools like Make.com and ClickUp, you can set up an onboarding workflow that automatically:
● Sends a welcome email
● Shares intake forms
● Grants access to shared folders or portals
● Triggers the next steps in your project management tool
Result? Your client gets a seamless, professional welcome—and you save hours of repetitive work.
Automation #2 – Project Onboarding
Starting a new project shouldn’t feel like reinventing the wheel.
We help clients build ClickUp automation templates that instantly:
● Create a new project space with tasks, due dates, and assignees
● Share relevant documents or SOPs with the team
● Notify stakeholders that work has begun
You hit “go,” and the system does the rest. No more copy-pasting checklists or chasing missing files.
Automation #3 – Automated Contract Creation
Contracts are essential, but drafting each one manually? That’s hours you’ll never get back.
By integrating ClickUp with Make.com, Google Docs, and your e-signature platform, you can:
● Auto-generate a contract in Google Docs with client-specific details
● Send it for signature instantly
● Store the signed copy in your system without touching a single file
You stay compliant, organized, and fast—all without the admin headache.
Why These Automations Are in Demand
These three automations—client onboarding, project onboarding, and automated contract creation—are the most requested by our clients for a reason:
● They tackle high-frequency, high-time-cost tasks
● They boost professionalism without adding to your workload
● They free up 10+ hours a week that you can reinvest into growth
From Busywork to Business Growth
When you stop spending your energy on repeatable admin tasks, you start focusing on strategy, sales, and service.
We’ve helped dozens of entrepreneurs set up these automations using ClickUp and Make.com, and the feedback is always the same:
“Why didn’t I do this sooner?”
💬 Which of these three automations would save you the most time?
Want to save 20+ hours a week without hiring more people? At Virtual Champions PH, we build ClickUp and Make.com automations that eliminate admin work and fuel your growth.
Book an automation consult today and let’s streamline your systems.
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