Welcome to Evan Hartmann — your partner in delivering seamless, automated onboarding experiences that reduce friction and improve customer satisfaction from day one.

If you’re tired of chasing down forms, contracts, and meetings every time a new customer signs up, you’re not alone. I help product-focused teams and lean operations simplify their onboarding process with smooth, automated flows — from intake to engagement — no friction, no missed steps.

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Make your first impression count.

A strong onboarding experience sets the tone for your client relationship. I build flows that take care of the repetitive parts — like sending contracts, scheduling calls, and sharing welcome materials — so your team can focus on real conversations. Every automation is customized to your tools and workflow.

From automated form intake to auto-scheduled Kickoff Calls, you get a consistent experience that delivers value from the first click.

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Built for teams that care about customer experience

This isn’t a cookie-cutter system. My work is designed for teams that value efficiency and the experience they deliver to users — especially in productized services or operations-heavy roles. You get a clean, tested system that reduces human error and boosts client confidence.

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Here’s what you’ll get:

• Fully customized onboarding flow based on your existing process
• Triggered automations for contract sending, call scheduling, and emails
• Smart rules for onboarding segmentation and branching
• Client status tracking or tagging in your CRM
• Workflow documentation or training video

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Why work with me?

I specialize in helping product-based and digital-first teams operate with clarity. Whether your clients are purchasing high-ticket solutions or entering a recurring service, my automations keep the onboarding experience sharp, scalable, and easy to manage.

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✅ Service Highlights:

• Response time: 1 business day
• Delivery time: 5–10 days depending on complexity
• Tools supported: Airtable, Google Workspace, Notion, Calendly, Typeform, Zapier, Make, Dubsado, Tally
• Support included: 7-day post-delivery support window + optional maintenance retainer

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