A guide to streamlining client onboarding using automated forms and scheduling. The focus is on collecting the right information upfront and keeping clients engaged right after purchase to set them up for success.
You always want to strike while the iron's hot in the onboarding process. And when a client pays you money, that's the point where they're most engaged. And so we like to give them homework straight away, like use that energy that they've got built up there from making that purchase decision to then go and do some activities that are going to help set the implementation up. Well, we use ClickUp forms to collect information from clients as they get enrolled. You always want to make sure that you're collecting the right information from your client. You never want to get three months into a project and see that you can't do something because you don't have something. So get that stuff out in front, collect and gather that information in a standardized format. When someone, someone, like, pays an invoice or completes a billing page with us, they then go to a form where they. They input information. That form redirects to a welcome page with a video, gives them the link to schedule their kickoff call or their implementation calls right there. And that's kind of all automated. We get that knocked out. And our client coaches on the back end, our strategists, just verify that that stuff happened rather than having to go chase all that stuff down in the initial calls. There's.
