Technology
Project Management
Client Onboarding
SaaS
Vendor Management
Communication Channels
Technology Stack
**Thread**
⚡ How To Automate Your Client Onboarding Process ⚡
⚡ How To Automate Your Client Onboarding Process ⚡
so onboarding for every agency looks different depending on what you sell as a service but in this thread I'll go over three things that most agencies will do
- communication channels
- project management
- managing vendors
- communication channels
- project management
- managing vendors
So this is what we're using for our onboarding tech stack
- go high level
- zapier
- google drive
- slack
- go high level
- zapier
- google drive
- slack
1) ONBOARDING FORM
You absolutely need this so you can create zaps and workflows
This is where the information is inputted so that you can automate the output (drive folder, slack messages etc)
The webhook is setting off everything in Zapier
You absolutely need this so you can create zaps and workflows
This is where the information is inputted so that you can automate the output (drive folder, slack messages etc)
The webhook is setting off everything in Zapier
- create your onboarding form in gohighlevel and attach to a subdomain
- include questions regarding things that vendors require to get their job done
- get contact information
- anything else that you need to perform
- include questions regarding things that vendors require to get their job done
- get contact information
- anything else that you need to perform
2) Project Management
We use Notion for project management and with the new Zapier updates we can automate a ton of the work
This is how our workspace is built so our team can communicate and work accordingly
We use Notion for project management and with the new Zapier updates we can automate a ton of the work
This is how our workspace is built so our team can communicate and work accordingly
So when that onboarding form is filled out
- an onboarding checklist is created
- they're added to our client board
Now our account managers can get to work
- an onboarding checklist is created
- they're added to our client board
Now our account managers can get to work
3) Managing vendors
Most agencies have vendors that they use for multiple things
We use two vendors for our service (an ISA team and a lead list builder)
So as soon as that form is submitted. an email is sent out to our vendors with the info they need to start
Most agencies have vendors that they use for multiple things
We use two vendors for our service (an ISA team and a lead list builder)
So as soon as that form is submitted. an email is sent out to our vendors with the info they need to start
4) Client communications
I think as soon as you pass the 30 clients point, you should switch to a ticketing system (manyrequests.com)
But if you're not there then I would create shared channels within slack to communicate with them
I think as soon as you pass the 30 clients point, you should switch to a ticketing system (manyrequests.com)
But if you're not there then I would create shared channels within slack to communicate with them
5) EXTRA: We need our clients to have CRMs since we do B2B lead gen so if they select no within the onboarding form we have a zap that will auto create a CRM for them
6) EXTRA: We do a client checkup call once a month so we setup a workflow within slack that sends them a reminder to book the call on the first of every month
I can almost promise that nobody on this side of twitter has better systems or results then my agency 😈 we'll be at 50 clients before the end of the month and a hundred before the end of the year
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