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In this video, we’ll show you how to fully automate your client onboarding process. Learn how to streamline your onboarding by automating key tasks like sending invoices, welcome emails, and videos, and even setting up Slack channels and messages-all without lifting a finger.
By automating these steps, you’ll save time, reduce errors, and ensure a smooth and consistent experience for every new client. This not only frees up your time but also enhances client satisfaction, helping your business grow faster.
If you’re looking to simplify your onboarding and make it more efficient, this video has everything you need to get started.
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20 окт 2024