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How to Onboard Clients FAST with THIS Simple Tool!

1.6K views· 76 likes· 7:35· Feb 17, 2026

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Try Scribe for free: https://scribe.how/simple Onboarding new clients can waste valuable time when you rely on long training videos and scattered tools. Discover a faster system to organize your workflow and simplify your business processes. In this video, Scott Friesen shows you how to use AI-powered guides to save time and streamline client onboarding. Scribe’s Workflow AI platform instantly turns workflows into step-by-step guides, SOPs, training manuals, and how-to documentation to help teams get work done right and improve how work gets done. Automatically capture your clicks and keystrokes to generate visual process documentation in seconds - perfect for employee onboarding, standard operating procedures, workflow documentation, internal knowledge bases, and team knowledge sharing. SIMPLIFY YOUR TOOLS ✅ One Simple System (Free Guide) - https://simpletivity.com/guide 🌐 Simpletivity Website - https://simpletivity.com/ CONNECT WITH SCOTT 📧 Subscribe to the Simpletivity newsletter - https://simpletivity.com/newsletter ▶️ YouTube - https://youtube.com/@Simpletivity 🤝 LinkedIn - https://linkedin.com/in/scottdfriesen/ FAVORITE APPS 💻 Recommended Tools - https://simpletivity.com/tools 📝 Form Builder - https://link.jotform.com/scott-friesen-SAOe2pxvLy ABOUT SIMPLETIVITY Most business owners feel overwhelmed because they're using too many apps and their tools are all over the place. Scott Friesen helps them organize everything into one simple system, so they stop wasting time and take back control. #simpletivity #onboarding #userguide

About This Video

If you’re a consultant or service provider, you know how frustrating (and time-consuming) client onboarding can be—especially when you’re relying on long training videos and a bunch of scattered tools. In this video, I show a faster, easier way to onboard clients using Scribe, a simple tool that automatically turns what you do on-screen into a step-by-step guide. Instead of recording a video that clients may never watch, I can create a clean, visual SOP in under a minute just by doing the process myself. I walk through a real example inside Trello: opening a card, adding a comment, applying a label, and checking off a checklist item. Scribe captures every click and keystroke, adds helpful descriptions, and produces a guide you can edit—so you can tweak wording, delete steps, or rearrange things before sharing. You can send a link, invite specific people, embed the guide, or export it as a PDF. My favorite feature is “Guide Me,” which overlays the instructions directly inside the browser. That means your client can follow along step-by-step on the exact tool you’re training them on—without bouncing between tabs or scrubbing through a video. The result: faster onboarding, fewer questions, and a process that actually sticks.

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