Make a stellar first impression on a new client with a smooth, efficient onboarding process! The secret to doing that? Zapier.
In this video, I’ll walk you through our very own automated client onboarding process. You’ll see how we use Zapier with HoneyBook, Google Drive, Slack, and more to free up time AND keep your business systems neat and organized.
Want to learn more about what Zapier can do for your business? Join our upcoming Automate with Zapier workshop! ⚡
We’ll cover how to use Zaps for sales tracking, freebie optins and delivery, updating your team, and tons more. AND your admission includes Zapier templates for you to use!
Save your spot in the workshop here: https://www.dasilvalife.com/automate...
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Free Downloads
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Client Onboarding Guide: https://www.dasilvalife.com/onboarding
ClickUp 101: https://www.dasilvalife.com/clickup101
CRM Toolkit: https://www.dasilvalife.com/crmtoolkit
Inbox Zero Training: https://www.dasilvalife.com/inboxzero
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• Automate Client Onboarding with Zapier
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