🎥 How to Automate Your Client Onboarding Process with Dubsado

In this video, we're diving into how you can streamline and automate your client onboarding process using Dubsado. Onboarding is a crucial phase in any client relationship, and with the right tools, you can make it seamless and efficient.

🔍 In this video, we'll cover step-by-step examples of actions you can include in your onboarding process.

🚀 Why automate your onboarding process?
- Save time by automating repetitive tasks.
- Ensure no steps are missed in your client process.
- Provide a professional and consistent client experience.
- Focus more on delivering outstanding services to your clients.

Let's get started!

#dubsado #onboarding #clientonboarding

0:00 Intro
0:52 Activate Client Portal
1:18 Send Scheduler
1:58 Change Project Status
2:15 Send Form. Send Questionnaire
4:47 Send Form Reminder
5:20 Create To-do to Edit Next Steps Email
6:47 Send Email before Project Start Date
7:15 Create To-do to Send Client Gift
7:40 Start Next Workflow / Offboarding Workflow
9:09 Send Welcome Packet
9:47 Create To-do to Check if Call Booked

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