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In this video I'll be breaking down how you should go about automating your onboarding process in your agency. It isn't as simple as running a couple onboarding automations and there are some important things you need to do before that to ensure you don't waste your time with TRASH. At the end I also give away some free resources and show you the different types of onboarding automations which you should be automating to get maximum returns on your teams time. If you are interested in automating your onboarding feel free to copy/ take inspiration from our onboarding set-up and the automations which we show you in this video!
0:00 Introduction
0:46 Benefits of automating your onboarding
3:00 Do this BEFORE automating Onboarding
4:20 How we onboard clients
6:57 How to Automate your Onboarding Process
10:40 $5 Tasks vs $100 Tasks
13:37 Free Tools
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My name is Leo and I’m the owner of Fluxomate an AI-Automation Agency which specializes in creating custom AI-Powered automation solutions for SMM agencies looking to scale
We release all of this content for free to get you started on your automation journey to begin removing yourself from the day-to-day in your agency and focus on the important stuff
The only thing we ask from you?
Take 20 minutes of your day and implement this in your agency - It’s a complete game changer.
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