How I Automated my Onboarding Process in Notion
A sneak peak on my onboarding process. 1 - Calendar scheduling.
I'm using Calendly here (you can find my calendly everywhere).
Once a client books the first call, all his/her info gets added to my CRM in Notion and ConvertKit
2- If the client's game, a simple status change in Notion triggers this beauty.
All the client receives is a friendly email with a personalised payment link.
3 - Client onboarding
Once payment's received I do three things.
- Note the payment in CRM and finances manager
- Create shared GDrive folder
- Send email with intake form and link to GDrive folder
Btw, this is triggered by the client paying. I don't do a thing here.
4- Intake form data collecting
The least sexy automation but hey, this logs the client's starting point, which is important.
On step 6, we're gonna compare it with his/her finishing point and see how well we've fulfilled.
5- Fulfilment. Automatically sharing Zoom recordings with the client
As soon as a session finishes, our recording is automagically uploaded to our shared GDrive.
I save hard drive space AND time AND client has his/her recordings right away.
6- hasta la próxima form (see you later form)
Fulfilment is done and all I do is change the client's status in my CRM.
He receives an email with a present and a form to fill.
7- Before / After snapshot
It's the outcome of the intake and hasta la próxima forms.
An automated before and after that helps me:
- Improve my service
- Share and get more clients
Can you now imagine doing all these manually for every client?
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