I Onboard Clients With ONE Click. Watch Me (Notion)

Описание: In this video, I reveal how I’ve completely automated my client onboarding process using Notion. By setting up efficient workflows and integrating powerful tools, I’m able to onboard clients hands-free, saving time and ensuring a smooth experience from start to finish. If you’re looking to streamline your client onboarding process and eliminate manual tasks, this video is for you.

Learn how to set up a hands-free onboarding system in Notion that collects client information, sends necessary documents, and tracks progress automatically.

🔗 Main Links:

→ Copy our proven process to systemise an agency (FREE): https://go.systemify.co/lUA5WQ
→ Want us to systemise and automate your business?. Let's talk: https://go.systemify.co/XmVHbC
→ Here to all my Notion templates: https://go.systemify.co/4DuYnA

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Chapters:
0:00 Intro
01:45 Setting Up Notion for Hands-Free Onboarding
07:50 Real-World Example
09:38 Maintaining and Scaling the System

⚙️ 100% recommended internet tools I use almost daily:

Notion (all my life and business is in there): https://go.systemify.co/notion
Circleback (best AI meeting notetaker): https://circleback.ai/?via=systemify
YNAB (automated budgeting app): https://go.systemify.co/ynab
Make (best automation tool): https://go.systemify.co/make


I may get a commission if you purchase any of these softwares through these links.