The client onboarding process can be done manually or fully automated!

In today's video, I'm sharing 4 steps in the onboarding process that are easy to implement and will ensure all of your clients have a seamless, VIP experience.

Plus, I share the tools on how to get it done.

TOOLS MENTIONED IN VIDEO | *** = they work best together!
***Paperbell CRM - All-in-one tool for coaches: [ Ссылка ]
***Coaches & Co for legal contracts: [ Ссылка ]
***Asana for project & client management: [ Ссылка ]

Freshbooks for invoicing: [ Ссылка ]
Docusign for contract signing: [ Ссылка ]
Calendly for Calendar Scheduling: [ Ссылка ]
Trello for project & client management: [ Ссылка ]
Dubsado CRM: [ Ссылка ]
Honeybook CRM: [ Ссылка ]

📝HOW TO ACCESS YOUR FREE CLIENT ONBOARDING PLANNER📝
1. Start your free trial with Paperbell using my affiliate link here: [ Ссылка ]
2. Complete this form with your name and email used to sign up for Paperbell and I’ll send the planner to you: [ Ссылка ]

ACCESS MY EXCLUSIVE PAPERBELL FACEBOOK GROUP FOR COACHES
[ Ссылка ]

#Paperbell #CRM #onlinecoachingbusiness

🌟SUPPORT MY CHANNEL🌟

Some of the links I share are affiliate links. If you go on to sign up for a paid plan, I will receive a small commission at no additional cost to you. Thank you for using them!

😍 TECH TOOLS I LOVE:
Calendly: [ Ссылка ]
Book Like A Boss: [ Ссылка ]
Paperbell: [ Ссылка ]
Bluehost for hosting your WordPress website: [ Ссылка ]
ConvertKit for email marketing: [ Ссылка ]
Kartra for courses and membership sites: [ Ссылка ]

🎥 WHAT I USE TO FILM:
Filmora for video editing: [ Ссылка ]
Blue Yeti USB Microphone: [ Ссылка ]
Canon EOS M50 Camera: [ Ссылка ]

SOUNDS CREDIT
Bird Whistling, Robin, Single, 13.wav" by InspectorJ (www.jshaw.co.uk) of Freesound.org

ABOUT ME: I'm Chada (sha-day). I'm a Tech Strategist and YouTuber helping non-techie coaches with the behind-the-scenes systems and automation in their business so they can sign more clients with ease. I post a new video every week! SUBSCRIBE TO MY CHANNEL HERE: [ Ссылка ]

KEYWORDS: onboarding,client onboarding,new client onboarding,Paperbell,Paperbell features,freshbooks,docusign,coaches and co,asana,coaching software,shop page,best software for coaches,software for coaching,business tools,coaching management software,online coaching software,best software for coaching,online coaching,coaching clients,best business tools,online business tools,free business tools,online marketing tools,tools for online business,life coach,business coach,marketing coach,coach,coaching

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