Lead and Client Onboarding
Time to toss out those notebooks and sticky pads once and for all. Trying to keep track of all your leads, prospects, clients, conversation, network calls, coffee talks on notebooks makes your lead funnel more stressful and confusing. I’m sure most of you use some variation of written notes, a spreadsheet, and a basic CRM (if you do use one at all).
But I’m here to tell you that you should build a pipeline and all leads should be put into it.
In other words, build an automated workflow.
What I've put together is a workflow sequence that works for you, not against you. It’s going to keep your leads and client onboarding process streamlined and automated, so you can spend more time working on your business, not in it.
You will be able to keep track of where everyone is in the funnel and have automations set up for you to do the dirty work (scheduling, invoicing, contracts, putting together proposals, etc).
Take a peek at the workflow.
I’m going to take you through each step of the process from start to finish.
This entire process is worth over $2,000 (with the Zaps - coming soon!, workflow, videos and databases).
Next → Scheduling phase
Feel like you needed a clip that would help walk you through this?
Maybe you needed the Zaps ready to go instead of fiddling with it?
Did you feel like you would have loved to have the Airtable databases themselves?
Well… I've got you covered.
I have a PDF that you can purchase that includes everything I mentioned above. You can basically plug it all in with the help of clips and your workflow sequence will be up and running in no time.