Video

Great content! I'll have to disagree on the fact that solo agencies don't need system. Because we do all the work ourselves, we need a well structured system to Onboarding client, delivery and support, improving LTV and we also need a system that predictably generate leads and converts them into sales. Solo agencies will need most of their time into the delivery and support so all the others systems needs to work on ''auto pilot'' if we want to grow our business.

Do you have a video on how to step up your click up?

This was really clear & useful! Thank you so much!

Can we see one of. your zapier and clickup automations?

Hey Jonas, I absolutely love this and it helped a lot with building our sales funnel on clickup. Now that I've been working on the effective use of the other features such as building templates and automations, I'm a bit stuck on how to approach the templates! Was wondering if we could touch base to discuss creating effective templates for each stage of the funnel that suit our industry.

Hey, great video. Really helped me see what I need to get done. Could you do a tutorial on this? Going step by step on how you do it and how you set it up

Well done Jonas!!!

Was hoping to see more about how the actual onboarding is done. Not just the overview, but the actual software.

Hi Jonas is it better to have each client it's own folder or can you make a client a list under the Client space? What is better and why in your opinion?

How do you manage to create a customer folder with ClickUp Automation? Doesn't the automation only handle tasks at this stage, not lists or folders?

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Automating onboarding process saves time and creates a better experience for clients. List tasks and create a flowchart to streamline the process. [00:00](czcams.com/video/JyI-O8Vdpio/video.html) Fast and efficient onboarding is crucial for client relationships. [01:10](czcams.com/video/JyI-O8Vdpio/video.html) Repetitive and simple tasks can be easily outsourced to computers through automation. [02:29](czcams.com/video/JyI-O8Vdpio/video.html) Automate tasks with documentation and templates [03:48](czcams.com/video/JyI-O8Vdpio/video.html) Automate client onboarding process [05:05](czcams.com/video/JyI-O8Vdpio/video.html) Automate client onboarding process [06:26](czcams.com/video/JyI-O8Vdpio/video.html) Sapio's onboarding process involves an easy step-by-step flow and manual tasks. [07:36](czcams.com/video/JyI-O8Vdpio/video.html) Develop onboarding process in different buckets [08:45](czcams.com/video/JyI-O8Vdpio/video.html) Automate your process and create documentation --------------------------------- Detailed Summary for [How We Onboard Clients in 5 Min (Onboarding Automation for Agencies)](czcams.com/video/JyI-O8Vdpio/video.html) by [Merlin](merlin.foyer.work/) [00:00](czcams.com/video/JyI-O8Vdpio/video.html) Fast and efficient onboarding is crucial for client relationships. - Onboarding process should show clients you are not just all talk. - Automating onboarding can improve client experience and streamline operations. [01:10](czcams.com/video/JyI-O8Vdpio/video.html) Repetitive and simple tasks can be easily outsourced to computers through automation. - Automation is commonly used for tasks such as data entry and sending emails. - Onboarding processes are a great place to start with automation, as they typically involve gathering and sharing information. [02:29](czcams.com/video/JyI-O8Vdpio/video.html) Automate tasks with documentation and templates - Create a list of tasks to automate after successful onboarding - Develop processes and templates for each step to easily automate [03:48](czcams.com/video/JyI-O8Vdpio/video.html) Automate client onboarding process - Use different triggers for different onboarding flows - Four steps involved: handoff, internal setup, onboarding, and kickoff [05:05](czcams.com/video/JyI-O8Vdpio/video.html) Automate client onboarding process - Populate Google Drive with necessary documents and worksheets - Send welcome email with survey and invitation to kickoff call [06:26](czcams.com/video/JyI-O8Vdpio/video.html) Sapio's onboarding process involves an easy step-by-step flow and manual tasks. - Client fills out information on private URL after welcome email. - Sapio creates a private Slack channel and sends greeting. Manual tasks include setting Slack to private and scheduling kickoff call. Deep dive session invite and resources sent automatically. [07:36](czcams.com/video/JyI-O8Vdpio/video.html) Develop onboarding process in different buckets - Break down onboarding process into different buckets for better perspective - Take time to set up automation correctly to avoid future issues [08:45](czcams.com/video/JyI-O8Vdpio/video.html) Automate your process and create documentation - Identify the trigger you want to use, such as a status change in your CRM or a contract signature - Create a flowchart and automate every possible step, while also documenting the process for your team

Hey tried to reach out to see about hiring you and the form on your website is down. The calendly integration. Thanks!

Amazing video Jonas!

i made my agency website like ecom website no zoom call

its alwys the small channels that make the best vids.

Helpful thanks bro!

Great video thanks!

Great domain!

Show, dont tell 😊

Thank you for this valuable information you’re sharing here literally this level of info you’re sharing is underrated

It's a great story. I'm going after pressing the 3-piece set.

what is that software you use for the flowchart?

Saw this video on my fyp and its exactly what i needed thanks

Good job. Been looking deeply into automation. Thanks for the advice.

Where can I get a copy of this template 😅

Insane value, thank you for this video!

Tak for en god video Jonas!

Can you make a vid on SOP creation? Specifically one that would help w hiring and delegating out tasks to VA

Thanks for taking the time to make this! Huge Value!

Banger!

Value 🤝

So many agency owners need to see this!

Fire insights!