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Gavin Thibodeau
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Last update : 30/08/2024

Effortless Onboarding: Automate Your Online Course Like a Pro 🚀

Tired of manually onboarding new students? This system automates the entire process from payment to community access, saving you time and headaches. 🤯

1. The Power of Automation 🔌

Headline: Ditch the grunt work – automate your online course onboarding for a seamless student experience.

Explanation: Imagine this: a new student enrolls in your course. Your automated system instantly sends them a contract, adds them to your community, and notifies you – all without lifting a finger. That’s the power of automation!

Example: Think of a vending machine. You pay, select your item, and it’s delivered instantly. Automation brings that same efficiency to your online course.

Fact: Businesses using marketing automation see an average of a 14.5% increase in sales productivity. 📈

Tip: Identify the most time-consuming tasks in your onboarding process. These are prime candidates for automation!

2. Building Your Automation Dream Team 🤖

Headline: Stripe, Pandadoc, Airtable, Slack, and Skool – your automation A-Team for a smooth onboarding experience.

Explanation: These tools work together seamlessly to create a powerful onboarding machine:

  • Stripe: Handles payments and triggers the automation.
  • Pandadoc: Generates and sends contracts automatically.
  • Airtable: Stores student data in an organized database.
  • Slack: Sends you real-time notifications.
  • Skool: Integrates with your online community platform.

Example: Think of it like a relay race. Each tool passes the baton to the next, ensuring a smooth and efficient process.

Quote: “The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey

Tip: Explore the free trials and plans offered by these tools to find the best fit for your needs.

3. Setting Up Your Automated Workflow ⚙️

Headline: From payment to community access – map out your automated onboarding workflow for maximum impact.

Explanation: Visualize your ideal onboarding process:

  1. Payment: Student completes payment through Stripe.
  2. Contract: Pandadoc automatically generates and sends a contract.
  3. Notification: You receive a Slack notification about the new student.
  4. Database: Student data is added to your Airtable database.
  5. Community Access: The student is automatically invited to your Skool community.

Example: Imagine a well-oiled machine. Each step triggers the next, creating a seamless flow of information and actions.

Fact: Companies that automate onboarding retain 20% more new hires than those that don’t. 🤯

Tip: Start with a simple workflow and gradually add more steps as you become comfortable with the process.

4. Unleashing the Power of Webhooks 🔗

Headline: Connect your tools seamlessly with webhooks – the secret sauce of automation magic.

Explanation: Webhooks act as instant messengers between your tools, triggering actions based on specific events. For example, when a payment is successful in Stripe, a webhook alerts Pandadoc to generate a contract.

Example: Think of it like a text message. When something important happens, a webhook instantly notifies the relevant tool to take action.

Quote: “Automation is good, so long as you know where to put the machine.” – Eliyahu Goldratt

Tip: Explore the webhook documentation for each tool to understand the possibilities and customize your automation.

5. Reap the Rewards of Automation 🏆

Headline: More time, happier students, and a thriving business – discover the transformative benefits of automation.

Explanation: By automating your onboarding process, you’ll free up valuable time to focus on creating amazing content, engaging with your students, and growing your business.

Example: Imagine having an extra hour in your day. What could you achieve with that time?

Fact: 63% of businesses that automate their marketing report seeing a significant increase in revenue. 🚀

Tip: Continuously analyze and optimize your automated workflow to ensure it’s meeting your needs and exceeding your expectations.

🧰 Resource Toolbox

  • Stripe: Process online payments and subscriptions with ease.
  • Pandadoc: Create, send, and track professional proposals, contracts, and documents.
  • Airtable: Organize anything with Airtable’s flexible database platform.
  • Slack: A collaboration hub that connects your team, tools, and workflows.
  • Skool: Build a thriving online community for your course or membership site.
  • Make.com (formerly Integromat): A powerful automation platform that connects your apps and services.

This system is your key to effortless onboarding and a thriving online course. Start automating today and experience the difference! 🎉

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