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How do I onboard new clients in less than 5 minutes using automation and Clickup, Asana, and Monday?
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Are you losing your clients' interest before you can even get started on their projects?
When it comes to a successful client engagement, speed can play a huge role in client satisfaction. Clients are typically the most excited right after signing on to the project and with each passing day, their excitement wanes, leading to frustration before work even begins.
Why continue on with a laborious client onboarding process when it could be completed at the click of a button?
In this episode of Automate Your Agency, Alane Boyd and Micah Johnson discuss the painfully slow onboarding processes that plague most businesses and how they've been able to compress their entire client onboarding process into less than 5 minutes!
Why Listen:
- Learn how money is "running out the door" with manual onboarding
- How to balance automation with necessary human oversight
- Get a step-by-step walkthrough of an effective automated onboarding process
Whether you're drowning in onboarding tasks or looking to enhance your client's first impression, this episode provides actionable strategies to transform your efficiency and client satisfaction from day one.
If you're interested in automating your client onboarding process, check out our free 25 automation generator to see how you can automate your process!
Also, be sure to check out our video on how you can leverage ChatGPT to create diagram of your current onboarding process.
If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show.
Don't forget to subscribe so you never miss an episode! Thank you and see you next time!
Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!
For more information, visit our website at biggestgoal.ai.
Want more valuable content and helpful tips?
Explore our Courses/Programs:
- Complete our self-paced Process Mapping course
Enjoy our Free Tools:
- Free Asana, ClickUp, or Monday.com Selector Tool
- Get 25 Free Custom Automation Ideas for your Business
Connect with Us:
- Join our Community
- Follow us on Instagram
- Follow us on LinkedIn
- Subscribe to our Youtube channel
View all episodes
By Alane Boyd & Micah JohnsonSend us a text
Are you losing your clients' interest before you can even get started on their projects?
When it comes to a successful client engagement, speed can play a huge role in client satisfaction. Clients are typically the most excited right after signing on to the project and with each passing day, their excitement wanes, leading to frustration before work even begins.
Why continue on with a laborious client onboarding process when it could be completed at the click of a button?
In this episode of Automate Your Agency, Alane Boyd and Micah Johnson discuss the painfully slow onboarding processes that plague most businesses and how they've been able to compress their entire client onboarding process into less than 5 minutes!
Why Listen:
- Learn how money is "running out the door" with manual onboarding
- How to balance automation with necessary human oversight
- Get a step-by-step walkthrough of an effective automated onboarding process
Whether you're drowning in onboarding tasks or looking to enhance your client's first impression, this episode provides actionable strategies to transform your efficiency and client satisfaction from day one.
If you're interested in automating your client onboarding process, check out our free 25 automation generator to see how you can automate your process!
Also, be sure to check out our video on how you can leverage ChatGPT to create diagram of your current onboarding process.
If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show.
Don't forget to subscribe so you never miss an episode! Thank you and see you next time!
Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!
For more information, visit our website at biggestgoal.ai.
Want more valuable content and helpful tips?
Explore our Courses/Programs:
- Complete our self-paced Process Mapping course
Enjoy our Free Tools:
- Free Asana, ClickUp, or Monday.com Selector Tool
- Get 25 Free Custom Automation Ideas for your Business
Connect with Us:
- Join our Community
- Follow us on Instagram
- Follow us on LinkedIn
- Subscribe to our Youtube channel