The first thing to automate in your agency....

I was having a conversation with one of our automation guys and we ended up talking about the most important thing that agencies need to automate.

In my humble opinion, the highest leverage process that agencies should automate is onboarding. When I say onboarding I mean specifically what should happen immediately after a client pays.

Spending an hour setting up simple automation to create tasks for your employees, send off welcome emails, create contracts, invoices or even add clients to portals is one of the most high-leverage things you can do for your agency.

It reduces time spent onboarding clients (reduce costs)

Improves client's first impression of your agency (increases trust increasing retention)

Avoids any unnecessary delays or errors (increases trust increasing retention)

Fun fact: this is also the most common automation we've built for all of our clients

What's the first thing that you automated in your agency???

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