Client Onboarding Tracker: Step-by-step Setup In ClickUp Ep.3 скачать в хорошем качестве

Client Onboarding Tracker: Step-by-step Setup In ClickUp Ep.3

Access the exact system I built for free ⤵️ https://4879580335181.gumroad.com/l/d... Want to work with me, automate your business, & scale? ⤵️ https://cal.com/forms/32e204df-7c22-4... Join the waitlist of my automation community ⤵️ https://www.skool.com/agency-founders... Summary ⤵️ Learn how to create an efficient and scalable client onboarding system for your business. This video focuses on building a robust onboarding workflow, specifically a client onboarding tracker within your CRM, to streamline your business systems after closing clients. It's a must-watch for anyone looking to improve their agency onboarding or freelancer onboarding process. My software & tools ⤵️ 🧠 ClickUp: https://try.web.clickup.com/kba57cjwesac 🤖 Make.com: https://www.make.com/en/register?pc=w... 📨 Contact Me maxi@floclick.com 📋 Weekly Agency Workflow Tips https://maximilianlesek.beehiiv.com/ Website: https://floclick.com/ 📲 Follow Me Here Instagram:   / lesekmaximilian   Twitter/X: https://x.com/LesekMaximilian TikTok: https://www.tiktok.com/@lesekmaximili... Facebook: https://www.facebook.com/profile.php?... LinkedIn:   / maximilian-lesek-248562286   Chapters 0:00 - Intro: What we're building 0:50 - Overview of tools (Pipedrive, ClickUp, Asana, Monday) 1:38 - Step 1: Setting up Typeform onboarding form 5:01 - Step 2: Connecting form to CRM system 6:28 - Step 3: Make.com automation setup 6:45 - Creating automation scenarios 21:13 - Testing & final walkthrough