We started by getting the onboarding workflow out of Nur’s head and into a documented system. Once the full process was mapped and any gaps identified, we built it into Make with automations that connected to Trello and Google drive to handle the repetitive tasks — sending the right forms at the right time, collecting client information, triggering follow-ups, and moving clients through each stage without manual intervention. The build included custom client onboarding forms, automated workflows triggered from the initial discovery call, documented processes for each stage, and fine-tuned system settings to match how Nur actually works. The goal was simple: from the moment a discovery call wraps up, the system handles the admin so Nur can focus on the work that earns money.