This includes their billing address, contact person, name of the client, company name, etc. Getting basic information from your client. In the case of an onboarding process, we mainly want to complete lots of organizational tasks, like: In order to build any good process automation, you first need to think about what you actually want to achieve with your automation. If you want to learn how to save time using simple automations, get the course for just $19.99! How the process works This guide is part of my Zapier 101 course that covers all the various ways you can use Zapier to automate processes in your business. We'll be using some of the most commonly used tools for managing modern digital companies like Todoist, Google Workspace, Slack & many more. In this guide, I'm going to show you how you can set up a great onboarding process that is simple to follow, highly customizable & completely automated. If done right, it can be a good start to a long & healthy relationship with your new client, but when not done properly, it can make your team unproductive and can ruin your first impression with your customer. Client onboarding can be a time-consuming process that many client-based businesses have to deal with on a regular basis.

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