Joshua NelsonSeven Figure Agency · Mentor / Coach at Seven Figure Agency

How They Automated Their Entire Onboarding Process

Name: How They Automated Their Entire Onboarding Process
Uploaded: 2025-12-05T17:04:45+00:00
Duration: 1 min 3 s
Channel: Joshua Nelson
Description: In this segment, the speaker explains how their organization has combined automation and AI to streamline the client onboarding process. When a contract…

5 Dec 2025 · 1 min

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In this segment, the speaker explains how their organization has combined automation and AI to streamline the client onboarding process. When a contract is signed, a series of automated actions are triggered: an invoice is generated, a contract‑based email is sent, onboarding calls are scheduled with reminder emails, a ClickUp project is created, and the internal team is notified. The system was built by the team (not the speaker) and is currently being refined to achieve a perfect, 10‑out‑of‑10 experience. The primary benefit highlighted is the significant reduction of manual, repetitive tasks for the team, freeing them from miscellaneous workload.

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One of the bigger things that we're doing with AI is in our onboarding. So this kind of touches into Gail's question too earlier. So we found a way to kind of automate most of our onboarding call or like most of our onboarding. So when somebody like, for instance, signs our contract, that's the beginning of, I mean, a lot of people mix up automation with AI. They think that automation is AI in a lot of cases. This is more automation mixed with AI, but like it's, As soon as that contract is signed, it auto-generates a, um, like an invoice and then it, uh, auto-sends an email based on what's in that contract. And then in there is like another set of automations that like books their onboarding call and sends them, uh, various different reminders and things that they should have prepared. It goes, creates a project in ClickUp, notifies the team. There's a few other things that go on in there. I, I'm not the one that set it up, it was our team, but, um, there's some, there's some good stuff in there and we're just Honestly, putting some final touches on that too to make that like super 10 out of 10. But that's, that's probably one of the bigger things that we've done with it is just kind of take a lot of that burden off our team with miscellaneous tasks.