[Free Resource] Automatically Onboarding Clients in Seconds

Stop wasting hours of your time onboarding marketing clients when AI can do it for you in seconds.

Let me show you how.

First, go to Zapier and create a new zap. This tool will allow you to automate literally anything.

Then, add the following steps to the Zap. Or just comment “CLIENT” below and I’ll send the template to you.

What this does is trigger when a client fills out your onboarding form, send the info to ChatGPT, generate a document of marketing strategies, and finally create a marketing deck you can share with your clients immediately.

So…. why should you care?

The faster you can deliver value to your clients, the higher their satisfaction, leading to more referrals, more money, and more happiness.

I made a full tutorial on how you can set this up yourself 👇

Here's the link to the Zapier automation Template.

If you have any questions or need help, please comment below and one of our community experts will help you!

Happy automating 📈

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