How I Automate My Client Onboarding

🎯 FREE CLIENT PIPELINE TRAINING: 5 lessons on finding, winning and keeping clients. Plus templates, playbooks, and frameworks you can use straight away. 👉 https://go.generatingpipeline.com/free-training Each month I host a Office Hours for a group of Agency Owners. Last week they asked about client onboarding so I showed them a pretty simple automated onboarding flow. It uses Zapier to connect the following: 1. An onboarding form on my website 2. Create a Client folder in Google Drive 3. Create a "Master Document" in the newly create client folder 4. Sends an internal email to myself with links to update the sharing settings 5. Send an email to the client to let them know everything is setup and shares the onboarding call link Timestamps: 00:11 - Overview 01:58 - Pre-onboarding email 02:18 - Invoice details form 02:46 - Onboarding form 03:08 - Onboarding confirmation page 03:46 - Client Folder & Master Document 04:52 - Internal email 05:11 - Client email One great question I received was "when do you start to automate the onboarding process?" My answer: "when you've sold 3 or 4 of the same offer to different clients" - It's not a perfect answer, but helps avoid premature automation. Don't forget to subscribe for more tactics and tips on generating more B2B Sales. Hit the like button if you find this video helpful! Additional Resources: Recommended Prospecting Software & Tools - https://yellowo.co.uk/recommended-prospecting-tools/ Links to content I’ve produced on writing cold emails, sales tech, list building, using Clay, trigger-based prospecting, agency sales, and more - https://yellowo.co.uk/quick-links/