Mawer Capital saves up to 80% of time on onboarding administration with Make and Typeform

• Industry: Professional Services - Marketing and Advertising

• Use case: Client onboarding, leads segmentation, fulfillment data management

• Country: USA

• Company size: 51-200

• Apps used:Typeform, Monday.com, Keap, Slack, Google Docs

Mawer Capital is a fast-growing education and media company that helps entrepreneurs turn their ideas into profitable online businesses. With thousands of students around the world, they combine smart marketing strategies with high-end video production to launch and scale digital products quickly and effectively.

As their business expanded, so did the complexity of their operations. Manually managing customer onboarding, creative requests, and internal updates across departments began to slow them down. Especially in video production, where speed and precision are essential.

Oleksandr Kuzhel, Head of Tech at Mawer Capital, shared how Make helped them integrate Typeform with Monday.com, Keap, and Slack to eliminate repetitive work, centralize customer data, and speed up delivery.

The challenges

Before combining Typeform with Make’s automation, Mawer Capital faced three main challenges:

Manual client onboarding was delaying production

Client onboarding is one of the most critical stages of Mawer Capital’s business. Each new customer fills out a detailed Typeform designed to capture everything the video production team needs.

Until recently, handling this data was fully manual. The team had to sift through responses, copy information into spreadsheets, and distribute it across tools like Monday.com (for production), Keap (for CRM), and internal Slack channels. Not only was this tedious and error-prone, but it created a significant gap between a client filling out their form and the production team starting work.

We had a process that worked when we had ten clients. But not when we had dozens in parallel. It wasn’t just time-consuming. It put our delivery timelines at risk.

No efficient way to prioritize leads

Beyond onboarding, Mawer Capital also relies on Typeform to capture new leads through online campaigns and sales funnels. These forms include valuable qualification questions to help the sales team identify who is ready to buy and who may need nurturing.

But without automation, that data sat untouched in Typeform dashboards or was exported manually into sheets, often too late to act on. The lack of real-time processing meant hot leads weren’t always followed up promptly, and sales reps had no standardized way to segment or score them.

Speed matters when you’re selling digital products. If a qualified lead doesn’t hear back quickly, you’ve already lost them.

Complex data formatting for fulfillment workflows

Mawer Capital also needed to manage sending merch or printed materials to customers who purchased certain products. These tasks required correctly formatted data, including addresses, product variants, and customer details, which often came in inconsistent formats.

To prepare this data for tools like Lulu (for books) or Writtenly (for merchandise), the team had to extract and restructure the information themselves, wasting valuable time on low-impact tasks and increasing the chance of costly errors.

We were handling fulfillment manually, like a small business, manually. But our customer base wasn’t small anymore.

The solution

To eliminate manual work, improve data accuracy, and deliver faster service, Mawer Capital built a tightly integrated automation system using Typeform + Make.

Automating customer onboarding from start to finish

The onboarding process begins when a new customer receives a personalized welcome email containing a Typeform link. The form includes over 25 detailed questions, covering everything from branding preferences to video goals. Once submitted, Make takes over.

Here’s how the end-to-end workflow works:

1. New item creation in Monday.com: Make automatically creates a new item in a dedicated Monday board, with all form answers mapped into structured fields. This provides instant visibility into the new project.

2. CRM sync with Keap: All client responses, including Typeform’s enrichment data (like company info), are synced to Mawer Capital’s CRM in Keap. This ensures every department has access to consistent, up-to-date customer records.

3. Internal Slack notifications: To keep teams aligned, Make sends a notification to a Slack channel whenever a new onboarding form is completed. The message includes key highlights and a direct link to the Monday item.

4. Auto-generated Google Doc for editors: Since the form is extensive, Make also compiles the full responses into a cleanly formatted Google Doc. This document is attached to the Monday task so editors can use it easily.

Using Make and Typeform saves us 70–80% of the time we used to spend copying data. Now, everything runs behind the scenes. The team just logs into Monday and starts working.

Smarter lead qualification at scale

Mawer Capital also automated its Typeform dynamic lead scoring process across sales campaigns to determine lead quality and intent faster and easier. 

Once a Typeform is submitted:

• Make evaluates the responses in real-time, using conditional logic to assign a lead score based on business size, budget, and readiness to buy.

• Qualified leads are automatically pushed to the sales pipeline and assigned to reps based on internal routing rules.

• Cold or low-intent leads are deprioritized and tagged for nurture campaigns.

• Enriched metadata from Typeform (such as company size or location) is added to each record in Keap, helping the sales team tailor their outreach.

Typeform’s logic and design make it easy to ask the right questions. And with Make, we instantly know which leads are worth following up on.

Cleaning and formatting customer data with AI

Mawer Capital used Make and Typeform to automatically extract and format merch fulfillment data (name, size, address, delivery preferences) before sending it to vendors.

The process is handled automatically using OpenAI:

1. Data cleanup and formatting: Raw data from Typeform is passed to OpenAI via Make, which structures it into the exact format required by fulfillment partners.

2. Error checking and validation: If fields are missing or incorrectly formatted, the workflow flags them for review, preventing failed deliveries or reprints.

3. Automated delivery to fulfillment tools: Once structured, Make sends data directly to the vendor’s system via API or email, triggering the production of merch.

AI lets us clean messy data without spending hours fixing it. With Make, it just flows.

The results

Since implementing Make and Typeform, Mawer Capital has improved efficiency and gained stronger operational control:

• Saved up to 80% of time spent on onboarding administration

• Gave internal teams instant access to key customer data

• Automated lead prioritization and reduced response delays

• Simplified data syncing between Typeform, Monday.com, Keap, Slack, and Google Docs

• Improved client satisfaction by speeding up production workflows

Free up time for better sales and happy customers

By combining Typeform’s intuitive data collection with Make’s powerful automation, Mawer Capital redefined how it qualifies leads and onboards clients. What once took hours now takes seconds, giving their team the freedom to focus on creative, high-impact work.

The integration between Make and Typeform has become essential. It’s clean, reliable, and saves us from drowning in spreadsheets. For us, it’s a complete operational backbone.

Ready to build smarter workflows like Mawer Capital? Try Make with Typeform today.