Client Intake Workflow
EstimateLane — request link → file upload → owner inbox → SMS/email updates → ready check
Customers submit, upload, and track a request from a private no-login page; the business gets an owner inbox and full timeline.
You keep the client relationship. I help build the workflow behind it using Make, Bubble, Supabase, HubSpot, Airtable, APIs, dashboards, and custom backend pieces when needed.
Proof — 04 walkthroughs
Intake, fulfillment, the reliability layer, and a Make bridge. Four short Loom walkthroughs — under six minutes each.
EstimateLane — request link → file upload → owner inbox → SMS/email updates → ready check
Customers submit, upload, and track a request from a private no-login page; the business gets an owner inbox and full timeline.
AmpedUpSites — prospect → demo → proposal → checkout → onboarding → operations
A repeatable agency offer with prospect tracking, generated assets, private proposals, Stripe handoff, tokenized onboarding, and operator dashboards.
Webhooks · retries · queues · logs · monitoring
Systems built to be supportable: background jobs, failed-job visibility, persisted webhooks, retryable work, and event timelines.
API event → Make webhook → Sheets log → Gmail draft → routing
Make can stay as the visible orchestration layer while API/backend logic handles state, routing, logs, and edge cases behind it.
What I build
Six things I get asked to build most. Pick one. Scope it. Ship it.
Structured forms, file uploads, private customer pages, owner/admin inboxes, and status timelines.
Operator and client dashboards for portals, support teams, admins, and fulfillment workflows.
Email, SMS, reminders, ready checks, draft replies, and human-reviewed communication loops.
API glue around Stripe, Gmail, Twilio, Make, n8n, Zapier, Airtable, Sheets, HubSpot, Supabase, and client systems.
No-login upload flows, missing-info requests, client onboarding checklists, and file review workflows.
Queues, retries, event logs, operator visibility, documentation, and Loom walkthroughs.
How it works
Fixed scope. Documented handoff. You stay client-facing, I stay implementation-facing.
We define the one workflow that matters: intake, quote, onboarding, follow-up, document collection, dashboard, or internal handoff.
Clear deliverables, boundaries, tools, data flow, and handoff expectations — written down before code.
Workflow/API layer, automations, notifications, dashboards, webhooks, Make / n8n / Zapier bridges, and custom backend pieces where useful.
Working system, Loom walkthrough, support notes, and a clean handoff so your agency keeps the client relationship.
White-label by default
Your agency keeps the client relationship. I work behind the scenes, join calls only when useful, document the build, record Loom walkthroughs, and hand off the system cleanly.
Your client knows your agency, not me — unless you introduce me.
On your branding, your domains, your sender addresses. No fingerprints from me.
Fixed deliverables and boundaries, written down. No drift, no “while we’re at it.”
Walkthrough video, support notes, runbook. Your team or another dev can take it forward.
I never reach out to your client outside of what we agreed.
Drafts and notifications can route through a person before they go out, when the workflow calls for it.
Engagement
Four shapes the work usually takes. Pick the closest match — we'll define exact scope, timeline, and budget together before any code gets written.
One scoped workflow: intake, quote, document collection, follow-up, dashboard, or handoff.
Best when one painful process needs to work reliably.
You already sold the work. I help deliver the implementation behind the scenes.
Best when you need capacity without hiring full-time.
Make, Bubble, Supabase, n8n, Zapier, Airtable, Sheets, Gmail, HubSpot, or Slack around API/webhook logic, state, and reliability.
Best when no-code helps, but the workflow needs stronger implementation.
Supportable workflow systems for service offers your agency wants to sell more than once.
Best when you want a reusable delivery engine.
Where I'm strongest
I'm no-code-friendly, not no-code-limited. I can work inside your Make, Bubble, Supabase, Airtable, HubSpot, or GHL stack, and add custom API/backend pieces only when they make the workflow easier to support.
You don't need to know any of this. The list is for the technical buyers who do — most projects use four or five of these, picked after we map the workflow.
Good fit / not a fit
I'm at my best when there's a real workflow to build. Left column — let's scope it. Right column — you'll get more leverage from someone else. Not sure which side you're on? Email anyway, I'll tell you straight.
About
I'm Igor, a Toronto-based workflow automation and API implementation developer. I work inside Make, Bubble, Supabase, Airtable, HubSpot, and similar stacks when they fit, and add custom backend/API pieces when the workflow needs more control, reliability, or a real source of truth.
Availability & engagement
Availability
1–2 scoped partner builds in May 2026.
Eastern time · 10–20 implementation hours / week
Best first project
One scoped workflow, a small paid pilot, or an overflow implementation block.
Fixed scope, written boundaries, clean handoff.
Pricing
Typical first scoped builds start around $2.5k.
Larger workflow / API builds are scoped before kickoff.
Contact
Send me the messy version: what starts the workflow, which tools are involved, what gets lost today, and what should happen next. A short note is enough — detail just helps me reply faster.
What happens after you send: I reply within 1–2
business days from [email protected] with fit,
questions, and a suggested next step. No sales call required to get
a straight answer.