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Do you want to establish an effective customer onboarding process to save time, money, and effort? Join us in this Jotform tutorial so you can learn how to pinpoint the right information, focus on transactional tasks, invest in the right software, and more!
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LINKS & RESOURCES
👉 How to automate client onboarding: [ Ссылка ]
👉 Guide to Workflow Automation: [ Ссылка ]
👉 10,000+ free online form templates: [ Ссылка ]
👉 Find more Jotform tutorials on our blog: [ Ссылка ]
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👋 ABOUT JOTFORM
Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: [ Ссылка ]
#automateclientonboarding #workflowautomation #jotform
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00:00 Introduction
00:33 What is Client Onboarding?
01:14 Automate Client Onboarding
01:24 Focus on Transactional Tasks
01:57 Gather the Right Info From the Start
02:32 Segment Clients in Multiple Ways
03:31 Invest in the Right Software
04:18 Don’t Forget to Cross-sell and Upsell
05:01 Recap
05:26 Subscribe to Jotform

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