How to automate your client onboarding
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
Need the help of an automation expert? Contact us now.
