- Overview
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Introduction 1 min
- Build your automated client onboarding system
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Why automate client onboarding? 1 min
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Build a CRM 5 min
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Automate sending a digital welcome packet 11 min
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Automate scheduling a kick off call 6 min
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Automate sending an SLA 7 min
- Wrap-Up
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Course complete! How did it go?
Build an automated client onboarding system
Supercharge your client onboarding process with these customized, automated workflows.
A tutorial-based course to help you supercharge the way you onboard clients by harnessing the power of automation.
Duration: 2-3 hours
What we'll cover:
- What it means to automate client onboarding
- How to build a lightweight customer relationship management (CRM) system to manage the onboarding process
- How to use Zapier to automatically;
- Send digital welcome packets when new clients sign up
- Schedule kick-off calls with new clients
- Send service level agreements (SLAs) to newly-onboarded clients
Who is this course for? If welcoming new clients is something you do regularly, you can use the power of automation taught in this course to improve your onboarding process, reduce the amount of manual work involved, and increase efficiency. It's suitable for beginners, but if you're completely new to Zapier and/or automation, we recommend getting to grips with these Zapier basics before taking this course.