Client onboarding automation with Zapier, ClickUp, Content Snare & more

Learn how to automate your new client onboarding process in this video.

Client onboarding is one of the most important phases of a project. If you miss things, they can come back to bite you hard later.

But when you're juggling so many different things in your business, it's easy to slip up.

When you automate client onboarding, it's far less likely that this will happen. There's less chance of human error.

Plus... everything you automate is just one more task off your plate forever.

This client onboarding automation was originally aimed at creative and digital agencies, but it applies to any client-facing service business.

There are several tools mentioned in this video, but you don't need to use them specifically - the main thing is that you use tools that integrate with Zapier or a similar automation tool.

These include Zapier, Calendly, Otter.ai, Better Proposals, PandaDoc, ClickUp, Google Drive and Content Snare.

➡️➡️➡️ LINKS AND RESOURCES ⬅️⬅️⬅️
Zapier Tutorial for beginners:    • Zapier tutorial for beginners - Learn...  
Learn Zapier from scratch with my course: https://jimmyrose.me/zapier-mastery/

🛠️🛠️🛠️ TOOLS 🛠️🛠️🛠️
Content Snare: https://contentsnare.com
ClickUp: https://csnare.com/clickup
Otter: https://otter.ai
Calendly: https://csnare.com/calendly
Better Proposals: https://csnare.com/bp
Active Campaign: https://csnare.com/ac

CHAPTERS
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00:00 Client onboarding automation
01:00 Zapier tutorial
02:02 Screening questionnaire
03:10 Forms tools to use - Gravity Forms, Fluent Forms, Typeform, Google Forms
03:42 Add the person to your CRM
04:08 Add a message to your Slack or company chat
05:35 Initial call & meeting - Calendly
06:34 Otter.ai
07:26 Proposals & contracts - PandaDoc or Better Proposals
08:25 Triggering a workflow with a form
13:23 Automating client setup when they sign a proposal
15:05 Looking up client info in your CRM
16:30 Notify your team that a proposal has been signed
16:42 Create an invoice in Xero, Quickbooks etc
17:07 Send email or create draft for a client welcome email
18:00 Create a project in your project management system like ClickUp
19:28 Create folders in Dropbox or Google Drive (jimmyrose.me/autodrive)
23:24 Collecting content and documents from clients

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