Jun 16 • General discussion
Client Onboarding Automation helped me massively streamline the process
Hi guys - Kept putting this off as it seemed like a massive task but took minutes to make a Client Onboarding Automation on Make.com, so thought I'd share and add some value. Quick run down of what it does:
-Automatically logs new clients onto Google sheet (used Stripe as trigger as thats what I use but can be personalised)
-Sends them a deeply personalised email
I haven't input anything into the modules for this screenshot, as I'm just sharing the logic.
Benefits:
-Saves time on a manual task
-Ensures new clients feel welcomed
-Increases engagement and retention
Hope instructions are clear, if not, feel free to give me a shout.
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Client Onboarding Automation helped me massively streamline the process
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