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How to automate your client onboarding

 How to automate your client onboarding
March 15, 2022

You won a piece of new business, now it's time to get to work. Using automation tools can help you get your new clients all squared away.

What onboarding problems can automation solve?

With any new client there's lots to do - and lots that can be missed. Automation can help you keep the process consistent.

Get clients setup on your CRM and project management apps

Punching in the same data across multiple apps is both error prone and tedious.

Billing your new client

Getting paid is one of the most important parts of business. Getting clients setup for invoicing is the first step.

Send and receive important documents

Contracts, presentations, and work plans, there is plenty of paperwork you need to send out and get back.

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What onboarding apps can be automated?

Using one of the apps listed below? You're in luck - they can be automated. Check out our ideas for what you can automate.

Pipedrive

One of the most popular CRMs out there. It makes managing clients and project easy.

Available on: Zapier & Integromat

Service Provider Pro

An all-in-one client management portal. Give each client their own area to manage invoices, files and deliverables.

Available on: Zapier

Podio

A highly customisable project management suite for larger teams with complex processes.

Available on: Zapier & Integromat

PandaDoc

Create sophisticated document templates, merge data from other apps, request signatures and handle payments.

Available on: Zapier & Integromat

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Want to do something like this in your business?

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