Client onboarding automation with Zapier, ClickUp, Content Snare & more
Тәжірибелік нұсқаулар және стиль
Client onboarding automation with Zapier, ClickUp, Content Snare & more
Learn how to automate your new client onboarding process in this video.
Client onboarding is one of the most important phases of a project. If you miss things, they can come back to bite you hard later.
But when you're juggling so many different things in your business, it's easy to slip up.
When you automate client onboarding, it's far less likely that this will happen. There's less chance of human error.
Plus... everything you automate is just one more task off your plate forever.
This client onboarding automation was originally aimed at creative and digital agencies, but it applies to any client-facing service business.
There are several tools mentioned in this video, but you don't need to use them specifically - the main thing is that you use tools that integrate with Zapier or a similar automation tool.
These include Zapier, Calendly, Otter.ai, Better Proposals, PandaDoc, ClickUp, Google Drive and Content Snare.
➡️➡️➡️ LINKS AND RESOURCES ⬅️⬅️⬅️
Zapier Tutorial for beginners: • Zapier tutorial for be...
Learn Zapier from scratch with my course: jimmyrose.me/zapier-mastery/
🛠️🛠️🛠️ TOOLS 🛠️🛠️🛠️
Content Snare: contentsnare.com
ClickUp: csnare.com/clickup
Otter: otter.ai
Calendly: csnare.com/calendly
Better Proposals: csnare.com/bp
Active Campaign: csnare.com/ac
CHAPTERS
---
00:00 Client onboarding automation
01:00 Zapier tutorial
02:02 Screening questionnaire
03:10 Forms tools to use - Gravity Forms, Fluent Forms, Typeform, Google Forms
03:42 Add the person to your CRM
04:08 Add a message to your Slack or company chat
05:35 Initial call & meeting - Calendly
06:34 Otter.ai
07:26 Proposals & contracts - PandaDoc or Better Proposals
08:25 Triggering a workflow with a form
13:23 Automating client setup when they sign a proposal
15:05 Looking up client info in your CRM
16:30 Notify your team that a proposal has been signed
16:42 Create an invoice in Xero, Quickbooks etc
17:07 Send email or create draft for a client welcome email
18:00 Create a project in your project management system like ClickUp
19:28 Create folders in Dropbox or Google Drive (jimmyrose.me/autodrive)
23:24 Collecting content and documents from clients
Subscribe to learn about how to automate your business and marketing. Use the red button or sign up to get notified by email at jimmyrose.me/
-----------------------------------------------
Find me on the web: On the web: jimmyrose.me/
Facebook: / jamesrosepage
Twitter: / _jimmyrose
Instagram: / getjimmyrose
LinkedIn: / jamesrose0
Пікірлер: 25
Automate collecting content from your clients with contentsnare.com Learn how to save 100+ hours per month with Zapier in my course at jimmyrose.me/zapier-mastery/
Thank you for this. This helped me get so much clarity in implementing workflows and automation into my business.
Great video, this is exactly the information I was looking for! Thanks 👍
@_jimmyrose
2 жыл бұрын
Happy to help. Thanks for dropping by!
Great video! Thank you
@_jimmyrose
2 жыл бұрын
No probs! Thanks for dropping a comment in
This is good
Very useful video! I'm evaluating an integration between Gravity Forms and Clickup. I can't find information online about whether selecting different options in the form (with dependent dropdowns) would trigger different things on Clickup. For example, if in the dropdown I select X option, then the task in Clickup is assigned to a specific person, or tagged with a specific tag, or given a specific value in a custom field. Also, if doable, is the Zapier fee version enough to do that sort of integration between these two tools? Thanks so much!
@_jimmyrose
11 ай бұрын
It would definitely be doable with Zapier, but not on the free version. You'd need multi step Zaps to decide what to do in ClickUp based on what was selected in the form. However you could get tricky with Gravity Forms conditional webhooks, like "send this webhook to Zapier only when option xyz is selected". Then in Zapier it's just 2 steps - catch webhook and send to ClickUp.
Do you know if it is possible to pull the "sharing URL" for the clickup folder or list and update the ActiveCampaign record? I do this step manually, but it would be awesome if I could do this automatically.
@_jimmyrose
2 жыл бұрын
I'm not sure to be honest. You'd have to see if the share URL is returned in the Clickup action/trigger in Zapier. Could also be worth trying Make/Integromat as I've heard their ClickUp integration is deeper
I noticed you didn't mention Clickup forms as an alternative at the beginning around 3:30. Why?
@_jimmyrose
2 жыл бұрын
I prefer tools that are best in class, vs ones that try to do everything
@miliamarketing
2 жыл бұрын
@@_jimmyrose Hmm - I didn't think there was a major difference between CU forms and the others you mentioned. I thought that the CU forms would have been the best option if CU was the PM tool that was being used.
@_jimmyrose
2 жыл бұрын
@@miliamarketing If you want tasks to be created in ClickUp from forms then it makes sense. Really depends on your process. ClickUp forms are pretty basic at the moment. Consider that these other tools have development teams behind JUST forms and making them as good as possible. ClickUp is working on many fronts
Is there a way to apply a list template to the list you created via zapier?
@_jimmyrose
11 ай бұрын
It's been a while, but I am pretty sure you can create a list from template in one action
Do something for bounced emails pls :)
@_jimmyrose
3 жыл бұрын
What do you mean by that? An automation when you send an email and it bounces?
can you do similar vidoe but on how to "replicate" design pickle business model. thanks
It's great but zapier cost a fortune... You will pay for every Zap....
@_jimmyrose
3 жыл бұрын
For $50 a month I save 150 hours worth of time. That's a very good investment But if you want something cheaper try csnare.com/integromat
@jaysam4411
3 жыл бұрын
@@_jimmyrose how is it only 50? I was thinking of using zapier for Asana and connect wise integration for projects (I hate the project section in CW) but if I will pay for every comment or new task in a project it will be very expensive.. But I guess for onbordering it makes sense...
@_jimmyrose
3 жыл бұрын
@@jaysam4411 the $50 plan allows for 2000 tasks. All of those are only 1 task