Onboarding Your Clients in Your Sleep: The Tools You Need to Make It Happen

Mariana

As a business owner, onboarding new clients can be a time-consuming process. From sending emails and creating workflows to managing records and communicating with your team, it can be a lot to handle. However, thanks to the latest technology and automation tools, onboarding your clients has never been easier.

One of the most popular tools for managing workflows is Dubsado. With Dubsado, you can create custom workflows that automate your client onboarding process, from sending contracts to scheduling appointments. You can also create custom forms and questionnaires to gather information from your clients.

ActiveCampaign is another tool that can be used to create email sequences that guide your clients through the onboarding process. With ActiveCampaign, you can create targeted email campaigns that provide your clients with the information they need at each stage of the onboarding process.

For managing records and client information, Airtable is a great tool to use. Airtable is a cloud-based database that allows you to store and manage all your client information in one place. You can create custom fields, add notes, and even create custom views to help you manage your client records.

To create onboarding videos, Loom is a great tool to use. With Loom, you can record your screen and your voice to create custom video tutorials that guide your clients through the onboarding process. This can be especially helpful for clients who are visual learners or who prefer to learn at their own pace.

For project management, Asana is a great tool to use. With Asana, you can create custom projects and tasks that help you manage your client onboarding process. You can also assign tasks to team members, set due dates, and track progress.

Finally, for instant communication with your team, Slack is a great tool to use. With Slack, you can create custom channels for different projects and departments, and easily communicate with your team members. You can also integrate Slack with other tools, like Asana and ActiveCampaign, to streamline your workflow.

Setting up automations and having a plan in place for onboarding your clients is crucial to the success of your business. By using the tools mentioned above, you can automate your onboarding process, save time, and focus on what you do best: serving your clients.