Automate your client onboarding

You won their business, now it's time to get to work.

Using automation tools like Zapier & Integromat you can get your new clients all squared away.

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

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

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

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

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

Integrations

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

Assignee

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

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

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

It's possible to create custom integrations for Zapier and Integromat, and there are other ways to connect apps.

We've helped dozens of your businesses just like yours save time and money by automating their client onboarding process.

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You only get one chance at first impressions. Make sure your client onboarding rocks and leaves a lasting positive impression.

You'll get a welcome series plus a twice monthly round up of automations tips, updates and resources for Zapier & Integromat.

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