How We Onboard Clients in 5 Min (Onboarding Automation for Agencies) 

its alwys the small channels that make the best vids.

Was hoping to see more about how the actual onboarding is done. Not just the overview, but the actual software.

Saw this video on my fyp and its exactly what i needed thanks

This was really clear & useful! Thank you so much!

Amazing video Jonas!

Well done Jonas!!!

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

How do you manage to create a customer folder with ClickUp Automation? Doesn't the automation only handle tasks at this stage, not lists or folders?

what is that software you use for the flowchart?

Can we see one of. your zapier and clickup automations?

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