Jun '24 (edited) • General discussion
Onboarding Automation
Are you tired of manual, repetitive tasks everytime you close a new client?
I've got a solution:
I created an automation that:
- Triggers when you mark a lead as Closed in your CRM.- Creates a space, folders, lists and tasks (everything you need to get your clients some results ASAP)
- Sends them a welcome email with onboarding video and another email with a link to schedule an onboarding call
- Creates a Slack channel, adds the client in there and send a welcome message.
Any of these steps can be changed based on your needs. If you need the blueprint, shoot me a DM.
Here is the link to the video where I explain everything in detail: https://youtu.be/kdY-o9zUhD4
Keep automating!
8
6 comments
Onboarding Automation
skool.com/kings
Helping Agencies Belong, Grow and Succeed by focusing on whats important. Service Delivery And Scaling....
Leaderboard (30-day)
1
+31
2
+15
3
+15
4
+11
5
+10
Powered by