✨ 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. 📈
