Milton Slonim’s Post

When a client signs a contract, create a task in Notion, set up a Google Drive folder, and send a Slack message to the team. Save 10 hours every month and impress clients with an amazing onboarding experience using this automation. Client onboarding automation!

My business partner Nicholas Verity scaled his business from $1m to $5M ARR in 2 years (…this automation was key): If you are trying to build a $5M/year business… But you are stuck at $30-50K/month… The fastest way to get there is to 10x your client success systems. Why? Happier clients = lower churn = low CPA = higher margins + faster growth. Top 1% client success starts with top 1% onboarding. Want me to send you the 1-click onboarding automation that Nick used to scale his business to $5M ARR? 1. Like this post 2. Comment “Onboarding” below And I’ll share the make(.)com blueprint & a setup guide to help you install it today. If we’re not connected, send me a connection request so I can DM you.

Let's level up your client onboarding process! Join us for a 30-minute webinar with the marketing guru, Janel Sykora, on October 22, 2024, at 2:00 PM EST! Discover actionable insights on automating client onboarding, brought to you by Insightful Accountantt & Cajabra, LLC. Curious about how automation can transform your business? Register now and let’s chat about it! What’s one thing you wish you could automate in your onboarding process? 🤔 🔗https://hubs.li/Q02S--180 MarketingTalks #WebinarMagic #ClientOnboarding

By implementing client onboarding automation, you can significantly save time in your business. Automated workflows can handle lead identification, information gathering, quote generation, and more, allowing you to focus on higher-value tasks. Experience increased efficiency and productivity with automation. #timesavings #clientonboardingautomation

By implementing client onboarding automation, you can significantly save time in your business. Automated workflows can handle lead identification, information gathering, quote generation, and more, allowing you to focus on higher-value tasks. Experience increased efficiency and productivity with automation. #timesavings #clientonboardingautomation

In client onboarding automation, it's essential to consider variables such as hot lead indicators, contact information, and meeting details. These variables play a crucial role in capturing and managing prospective clients effectively. Discover how automation can help you streamline your client onboarding workflows and deliver a personalized experience. #automation #clientonboardingvariables

Streamline your client onboarding journey with #AI-powered automation. Enhance the #ClientExperience with personalized interactions.

🚀 Boost your sales with Pipedrive Software! 🌟 Manage your pipeline, track leads, and automate tasks to close deals faster. Experience a sales-focused CRM designed for growth. Try Pipedrive today! 🚀✨ https://lnkd.in/du-pQEFC #Pipedrive #SalesCRM #PipelineManagement #SalesGrowth

I want to steal the "aha moment" strategy from saas founders And apply it to my agency "How fast can I get my client to have the aha moment after signing with us?" Here's what I'm thinking Onboarding a client and launching a campaign faster than what we have right now ( 2 weeks) Pre-warming domains for potential clients (risky but worth it) Crafting a 2 touch point email sequence 10 minutes into talking to a client or a lead ( I'm very close to get this done) Here's the thing, Landing clients has been easy with our offer Keeping them is the more challenging part It requires flawless software integration ( this is where the automations we have been building recently are helping a lot) Transparent communication between client and team And setting the right expectations from the start If we keep improving on these then the sky is the limit.

🚀 Client Onboarding Made Easy! 🚀 Ensuring a smooth onboarding experience for new clients is crucial. A well-structured checklist can be a game changer, helping you: ✅ Set clear expectations from the start ✅ Capture all essential client details ✅ Outline project timelines and deliverables ✅ Assign tasks and roles effectively ✅ Ensure no important steps are missed Remember, the onboarding process sets the tone for your client relationship. Make it streamlined, simple, and seamless for a positive start! 🌱 #ClientOnboarding #BusinessGrowth #DigitalMarketing #SEO #ProjectManagement #ClientSuccess #Automation #WorkflowOptimization #TeamManagement