Great content! I'll have to disagree on the fact that solo agencies don't need system. Because we do all the work ourselves, we need a well structured system to Onboarding client, delivery and support, improving LTV and we also need a system that predictably generate leads and converts them into sales. Solo agencies will need most of their time into the delivery and support so all the others systems needs to work on ''auto pilot'' if we want to grow our business.
Hey Jonas, I absolutely love this and it helped a lot with building our sales funnel on clickup. Now that I've been working on the effective use of the other features such as building templates and automations, I'm a bit stuck on how to approach the templates! Was wondering if we could touch base to discuss creating effective templates for each stage of the funnel that suit our industry.
Hey, great video. Really helped me see what I need to get done. Could you do a tutorial on this? Going step by step on how you do it and how you set it up
Do you mean how I go about setting up the automations? Sorry for the late reponse, have been busy doing other things than YT - but ready to get back to it soon, so could be a good video.
Hi Jonas is it better to have each client it's own folder or can you make a client a list under the Client space? What is better and why in your opinion?
I hope your found your answer, since this comment is 5 months old. But to create ClickUp folders automatically, you need Zapier. ClickUp only handles Lists and Tasks, yes.
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Automating onboarding process saves time and creates a better experience for clients. List tasks and create a flowchart to streamline the process. [00:00](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Fast and efficient onboarding is crucial for client relationships. [01:10](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Repetitive and simple tasks can be easily outsourced to computers through automation. [02:29](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate tasks with documentation and templates [03:48](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate client onboarding process [05:05](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate client onboarding process [06:26](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Sapio's onboarding process involves an easy step-by-step flow and manual tasks. [07:36](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Develop onboarding process in different buckets [08:45](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate your process and create documentation --------------------------------- Detailed Summary for [How We Onboard Clients in 5 Min (Onboarding Automation for Agencies)](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) by [Merlin](merlin.foyer.work/) [00:00](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Fast and efficient onboarding is crucial for client relationships. - Onboarding process should show clients you are not just all talk. - Automating onboarding can improve client experience and streamline operations. [01:10](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Repetitive and simple tasks can be easily outsourced to computers through automation. - Automation is commonly used for tasks such as data entry and sending emails. - Onboarding processes are a great place to start with automation, as they typically involve gathering and sharing information. [02:29](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate tasks with documentation and templates - Create a list of tasks to automate after successful onboarding - Develop processes and templates for each step to easily automate [03:48](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate client onboarding process - Use different triggers for different onboarding flows - Four steps involved: handoff, internal setup, onboarding, and kickoff [05:05](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate client onboarding process - Populate Google Drive with necessary documents and worksheets - Send welcome email with survey and invitation to kickoff call [06:26](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Sapio's onboarding process involves an easy step-by-step flow and manual tasks. - Client fills out information on private URL after welcome email. - Sapio creates a private Slack channel and sends greeting. Manual tasks include setting Slack to private and scheduling kickoff call. Deep dive session invite and resources sent automatically. [07:36](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Develop onboarding process in different buckets - Break down onboarding process into different buckets for better perspective - Take time to set up automation correctly to avoid future issues [08:45](ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-JyI-O8Vdpio.html) Automate your process and create documentation - Identify the trigger you want to use, such as a status change in your CRM or a contract signature - Create a flowchart and automate every possible step, while also documenting the process for your team
@@agencysystems-io running a B2B cold email agency rn. So biggest bottleneck I need to hire for is lead scraping VAs and inbox managers. I'm literally capped in terms of getting clients, otherwise I'd turn the outreach back on. I'm sure a lot of other agency owners have this problem as well - needing a way to delegate fulfillment so they can scale
