Onboarding clients manually?
get this $3000 automation for free. Here’s a way to automate your onboarding process in just seconds! Here’s how it works: 1. Use a simple Slack command to kick off the entire process. 2. AI extracts the client’s details (name, email, company) seamlessly using OpenAI. 3. PandaDoc automatically generates and sends the client agreement, complete with Stripe payment integration. 4. A dedicated Google Drive folder is created for the client’s documents. 5. A private Slack channel is set up, and the client receives an invite. 6. The client gets a personalized welcome message, and you receive confirmation that everything is complete. The Benefits: ✅ Speed up onboarding—bring on new clients in seconds. ✅ Fully automated—say goodbye to repetitive manual setups. ✅ Professional experience—instant agreements, payments, and communication. If you're interested in this onboarding automation, "Follow me", "Like" this post, "DM me "Onboarding”" and I’ll share the blueprint!