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Mani Kanasani
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Last update : 23/08/2024

🚀 One-Click Onboarding System for AI Agencies 🤖

✨ Why Onboarding Matters?

  • First impressions are EVERYTHING! 🤩 Onboarding is your chance to wow clients after they sign.
  • A smooth onboarding = happy, loyal clients. Happy clients = more referrals and $$$. 💰

🏗️ Building Your One-Click System

📝 GoHighLevel Setup:

  • Create a Post-Sale Form: Capture client details like name, deliverables, deal value.
  • Build a Workflow:
    • Trigger: Form submission.
    • Action: Populate a contract template with client info.

✍️ Contract Automation:

  • Use a tool like Make.com to automate tasks once the contract is signed:
    • Send the contract for e-signature.
    • Trigger a Make.com webhook upon signature.

🔗 Make.com Magic:

  • Use the webhook to automate the following:
    • Create a dedicated Slack channel (using lowercase naming for consistency).
    • Set up a shared Google Drive folder with relevant subfolders and files.
    • Send a personalized welcome email with links to resources and next steps.
    • Subscribe the client to a tailored email sequence in your email marketing platform.
    • Update your CRM with onboarding status and relevant tags.

🧰 Toolbox

  • GoHighLevel: CRM for managing clients and automating workflows (https://mani.tools/ghl)
  • Make (formerly Integromat): Powerful automation tool for connecting apps and workflows (https://mani.tools/make)
  • ConvertKit: Email marketing platform for sending personalized sequences (https://mani.tools/convertkit)
  • Slack: Communication tool for dedicated client channels (https://slack.com/)
  • Google Drive: File sharing and collaboration platform (https://drive.google.com/)

🚀 Conclusion

  • This system saves time, wows clients, and streamlines your entire onboarding process. 🎉
  • Remember to continuously improve your system based on client feedback and evolving needs. 📈

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