Client onboarding is one of the best processes to automate with Zapier. Creating a good client onboarding process automation in Zapier can help you save lots of time onboarding new clients and give your client relationship a headstart. In this video, we're going to implement exactly this :)

⚙ BUY ZAPIER 101 (AND GET ACCESS TO 5+ HOURS OF TUTORIALS)
Purchase on Teachable: https://go.janoschsworkspace.com/zapi...
Purchase on Udemy: https://go.janoschsworkspace.com/zapi...
Watch on Skillshare: https://go.janoschsworkspace.com/zapi...

✅ MENTIONED IN THE VIDEO
Download the automation template: https://zapier.com/shared/d74e764c221...

COURSES & RESOURCES
Check out my online courses : https://www.janoschsworkspace.com/cou...
Check out the tools I use to run my business : https://go.janoschsworkspace.com/tools

⏰ TIMESTAMPS
00:00 Intro
01:16 Get the full Zapier 101 course
02:12 Import the Zap template
02:24 Planning the Zapier automation
05:43 Filling out the onboarding form
07:58 Setting up the trigger
08:24 Setting up a new project in Todoist
11:36 Adding the client to Clockify
14:17 Set up a client Slack channel
17:14 Set up a shared folder in Google Drive
22:16 Automatically create a kickoff task in Todoist
24:56 Create a notification when the process is finished
28:11 Send a confirmation email to your client
31:19 Outro

WHO AM I?
Hey, I'm Janosch! I'm a computer science student & web designer living in Berlin, Germany. On this channel, I create tutorials on the software tools that help me run my business on a daily basis. My goal is to make tools accessible to everyone, no matter if you have a technical background or not

SEE WHAT I'M UP TO
Subscribe to my newsletter : https://www.janoschsworkspace.com/new...
Follow me on Twitter :   / janoschswork  

AFFILIATE DISCLAIMER
Some of the links in this video description are affiliate links. This means, that I get a small commission, if you decide to sign up through my affiliate link. This does not have an impact on the price you pay (you pay the same amount as if you visited the website without my link) and it also doesn't impact the products I promote.You can read my full affiliate disclaimer at https://www.janoschsworkspace.com/aff...

PRIVACY POLICY
Data protection something that's really important to me. You can find my data protection policy at https://www.janoschsworkspace.com/dat...