'Onboarding Overview' How We Communicate With Our Clients

Let's talk about onboarding process. What do we use for client communication? These are the different tools that we're using for client communication. We're using Slack, Zoom Loom Shift client management account. So that's through Go High level. That's where we're doing calls and text to the client. So everything's recorded. Google Calendar, sending invites to them and then a bit of email. Try to avoid the email, but sometimes emails just tried and true. Some things need to come through there, some people need email credentials and different things. So we have to use email from time to time. Other apps we use for project management we're using Trello. We have the Google Drive to both internally and externally. We have the clients in there Go High Level, which is Shift CRM Zapier to connect everything and Leads Bridge to connect the things that Zapier doesn't connect, which happens to be most of what we need for automotive CRMs. So that's why we have Leads Bridge. In an ideal world, the closer will sell the package and then on the same call they will fill out the point of sale form that essentially just notifies the account manager and the rest of the team that hey, we have a new client. This is the package that they signed up for, this is their budget. Anything that we need to know on the back end we will fill out notes, different things like that. And then in an ideal situation, also onboard the client with the client facing onboarding form that has a lot more questions, but we'll just walk them through it, filling it out step by step, asking them about the campaign info, making sure that we get the good relevant information for that.