Feb '24 • General Chat
Operations/Onboarding Advice
Wanted to pick everyone's brain on how they handle/automate the workflow of onboarding. Specifically the signing of a contract and the collection of deposit/first payment. Hoping someone can share best practice.
Currently we send a contract for signature from our CRM(PipeDrive) and once signed we send a form(TypeForm) to collect recurring payment information/account details and then our onboarding manager passes the information to our bookkeeper who charges their payment method for the first month(QuickBooks Online) and sets up recurring charges for the length of the contract. It feels cumbersome to me.
Looking for better options/workflow before I setup automation between the different tools.
Appreciate anyone's feedback.
JK
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Operations/Onboarding Advice
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