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Customer onboarding automation

Simplify workflows, personalize experiences, and turn every new customer into a loyal advocate.
Trusted by amazing organizations of all sizes

Build lasting connections from day one

Brand
Timeline visualizing Skill Mammoth’s automated client onboarding workflow, including purchase confirmation via Stripe, client portal setup, document collection through Google Drive, email drip campaigns using Mailchimp, kickoff call scheduling with Calendly, tool setup automation via Make.com, interactive checklists, and weekly progress updates through Slack.
Love
Welcome Emails
Automate personalized welcome emails that greet your new customers, set expectations, and provide quick-start resources to ensure a smooth beginning.
Account Setup Assistance
Guide customers step-by-step through account setup with automated instructions, ensuring they’re ready to use your product or service without confusion.
Software and Product Education
Deliver automated training content, such as tutorials, videos, or knowledge base links, to help customers learn how to get the most out of your offerings.
Milestone Notifications
Celebrate key moments in your customer's journey with automated messages. Whether it’s completing their first task or reaching a specific goal.
Survey and Feedback Collection
Send automated surveys post-onboarding to gather feedback, measure satisfaction, and identify areas for improvement in your process.
Cross-Selling and Upselling
Introduce additional services or products automatically at the right stage in the customer journey, boosting revenue while adding value for your customers.

We work with over 2000 tools

Notion app logo for workflow and knowledge management integration with Skill Mammoth.
Microsoft Office logo representing productivity and workflow automation by Skill Mammoth.
QuickBooks accounting software logo integrated into Skill Mammoth's automation solutions.
Calendly logo showcasing automated scheduling solutions offered by Skill Mammoth.
Gmail logo indicating Skill Mammoth’s automation of email management and workflows.
Zoom logo highlighting automated video conferencing and communication workflows from Skill Mammoth.
Asana logo representing project management and task automation services by Skill Mammoth.
Make.com logo symbolizing advanced workflow automation and integrations offered by Skill Mammoth.
Mailchimp email marketing platform logo integrated into Skill Mammoth’s automated outreach solutions.
Skill Mammoth's minimalist green gradient mammoth avatar logo, representing smart, friendly, and efficient workflow automation solutions.
Stripe payment processing logo showcasing financial workflow automations by Skill Mammoth.
Pipedrive CRM logo representing automated sales pipeline solutions by Skill Mammoth.
Dropbox logo for automated document storage and workflow collaboration solutions from Skill Mammoth.
HubSpot CRM and marketing logo indicating Skill Mammoth’s automated client engagement and marketing solutions.
Microsoft 365 logo highlighting integrated office productivity automation solutions from Skill Mammoth.
Slack messaging logo for Skill Mammoth’s automated communication and workflow collaboration solutions.
Google Drive logo for automated document management and collaborative workflows by Skill Mammoth.
Airtable database logo showcasing data management and workflow automation solutions by Skill Mammoth.
Microsoft Outlook logo representing Skill Mammoth’s email workflow automation and integration solutions.
Skill Mammoth's minimalist green gradient mammoth avatar logo, representing smart, friendly, and efficient workflow automation solutions.

Pricing for any budget

Tailored solutions to save time, scale faster, and simplify your workflow. 100% satisfaction guaranteed.
Transformation Blueprint Audit
$499
one time
A strategic roadmap tailored to your business. Free when you partner with us.
  • 60 minute deep dive consultation
  • Customized action plan
  • Process flow visualization
  • Automation plan
  • Delegation plan
  • Education plan
  • $499 credit towards future services
Standard Automation
$1999
one time
For businesses automation to save time and drive growth.
  • Done for you, single workflow automation
  • Integrate up to 3 tools
  • 2 custom CMS collections
  • Document processes
  • Recorded training
  • 30-day post-launch support
Premium Automation
Custom
For businesses ready to automate entire roles or departments.
  • Done for you, bespoke workflow automation
  • Integrate as many tools as needed
  • Document processes
  • Recorded training
  • Side-by-side live training
  • 30-day post launch support
Transformation Blueprint Audit
$499
one time
A strategic roadmap tailored to your business. Free when you partner with us.
  • 60 minute deep dive consultation
  • Customized action plan
  • Process flow visualization
  • Automation plan
  • Delegation plan
  • Education plan
  • $499 credit towards future services
Standard Automation Service
$249
per month for 12 months
For businesses automation to save time and drive growth.
  • Done for you, single workflow automation
  • Integrate up to 3 tools
  • 2 custom CMS collections
  • Document processes
  • Recorded training
  • 30-day post launch support.
Premium Automation
Custom
For businesses ready to automate entire roles or departments.
  • Done for you, bespoke workflow automation
  • Integrate as many tools as needed
  • Document processes
  • Recorded training
  • Side-by-side live training
  • 30-day post launch support
Frequently Asked Questions
What happens when I buy?

Once you sign up, you’ll receive an email with onboarding instructions to get you set up in your client portal. From there:

We’ll schedule a kickoff meeting to understand your needs, your team, and the tools you’re using.

We’ll start designing a plan tailored to your business.

Then, we dive right in and begin optimizing your workflows for maximum efficiency.

What software or tools do you typically use to build automations?

We leverage powerful automation tools such as Make.com, n8n, Zapier, and direct API integrations, alongside AI platforms like OpenAI, to ensure maximum functionality and flexibility.

Can you integrate automations with my existing software tools?

Absolutely! We specialize in seamlessly integrating automations with popular CRMs, email platforms, invoicing systems, and project management tools. We’ll ensure your existing tools communicate effectively with each other.

What's your refund policy?

We’re so confident in our ability to transform your workflows that we offer a 100% satisfaction guarantee.

Due to the custom nature of the work, we don’t offer refunds, but we’re committed to making adjustments until you're satisfied.

What kind of workflows can you automate?

We specialize in automating repetitive tasks across:

Customer acquisition: Lead capture forms, CRM updates, and email campaigns.

Onboarding: Automated welcome sequences, task assignments, and training workflows.

Internal processes: Reporting, notifications, data entry, and much more.

If you have a manual process that takes time and frustrates your team, chances are, we can automate it!

What size businesses do you work with?

Our service is designed for small to medium businesses (SMBs) that are ready to scale their workflows and eliminate busywork. If you have a team and repetitive processes, we can help.

What if my automation needs change in the future?

Automations are built with flexibility in mind. If your needs evolve, you can easily upgrade, add additional automations, or request modifications as your business grows. We’re here to help as your needs evolve.

What is your process?

Our process is simple but effective:

Assess: We evaluate your current workflows, tools, and pain points.

Plan: We create a tailored roadmap for your automation goals.

Build: We develop and implement automations, integrations, and interactive tools.

Support: We monitor, adjust, and refine the solutions to keep them running smoothly.

Do you provide training or documentation for our automations?

Yes, every automation package comes with custom documentation and short, clear training videos showing exactly how your new automated workflows operate.

How much time does it take to see results?

Most clients start noticing significant improvements within the first 2-4 weeks. Small automations and quick wins happen fast, while more complex integrations may take a bit longer.

Do you support ongoing maintenance?

Absolutely! You receive a 30-day free trial of our ongoing maintenance plan once we launch your automation.

After the 30-days our support service is $399 per month.

This includes:
✔️Monthly Customer Success Meeting
✔️Weekly Automation Report
✔️System Monitoring & Optimization
✔️Priority Response Times (SLA 24 Hours)

Automation isn’t “set it and forget it.” This ensures your workflows stay optimized, updated, and glitch-free as your business evolves.

What tools do you work with?

We work with a wide range of tools, including but not limited to:

CRMs like HubSpot, Salesforce, and Pipedrive

Marketing platforms like Mailchimp and ActiveCampaign

Project management tools like Asana and Monday.com

And hundreds more!

Saas Webflow Template - Manhattan - Designed by Azwedo.com and Wedoflow.com

Ready to get started?

Whether it’s automation, interactive content, or workflow solutions, we’re here to bring your vision to life.
Screenshot of the Skill Mammoth Client Portal dashboard, showcasing an intuitive interface for managing automation, operations, and tools consulting projects seamlessly.
Saas Webflow Template - Manhattan - Designed by Azwedo.com and Wedoflow.com