How We Onboard Clients in 5 Min (Onboarding Automation for Agencies)
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- čas přidán 29. 01. 2023
- Do you struggle to onboard clients fast & efficiently? Then check out this video where I explain how to automate onboarding, and show our onboarding flow to onboard clients in 5 minutes.
Need help creating a clean onboarding flow? Find us here:
agencysystems.io/
Or book a call here:
agencysystems.io/book-a-call/
Connect with me:
► Instagram: / jonasskalbo
► LinkedIn: / jonas-gutfelt-skalbo - Jak na to + styl
its alwys the small channels that make the best vids.
Saw this video on my fyp and its exactly what i needed thanks
Was hoping to see more about how the actual onboarding is done. Not just the overview, but the actual software.
@@RammyrichI hope your customer list isn’t as empty as the bookshelves in this video. 😂
Amazing video Jonas!
This was really clear & useful! Thank you so much!
Well done Jonas!!!
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
Do you mean how I go about setting up the automations? Sorry for the late reponse, have been busy doing other things than YT - but ready to get back to it soon, so could be a good video.
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
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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
what is that software you use for the flowchart?
Miro
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?
I hope your found your answer, since this comment is 5 months old. But to create ClickUp folders automatically, you need Zapier. ClickUp only handles Lists and Tasks, yes.
Can we see one of. your zapier and clickup automations?
I have a lot, is there anything specific you are interested in?
@@agencysystems-io like these flow and automations you teach in this video would be helpful.