In this video, I'll be sharing how I've simplified and optimized my sales and onboarding process using ClickUp.

I'll walk you through the different stages and tasks involved, and show you how to create a similar system for your own business.

By the end, you'll have a clear understanding of how to streamline your sales process and make it more efficient. So, let's dive in!

Got your own incredible onboarding process? Please share in the comments!

00:00 Introduction
01:01 Sales Process Form
03:26 ClickUp CRM Template
04:02 Finalizing the Contract
05:50 Automations
07:16 Contract Signing and Onboarding
09:39 Delivery Folder and Administrative Tasks
11:33 Onboarding and Relevant Workflows

Ready to try ClickUp?
➡ https://clickup.pxf.io/c/4669743/1416...

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