Description
Automate your client onboarding process with our Zapier Onboarding Automation service. We build custom Zaps that automatically trigger when new clients sign up, instantly sending welcome emails, resource links, intake forms, or invoices without any manual intervention. This system saves you hours of administrative work while ensuring every new client receives a consistent, professional onboarding experience. The automation can connect your scheduling system, email platform, CRM, and payment processor for seamless workflow integration. Upon purchase, we’ll send you detailed system documentation via email along with access credentials and a comprehensive form to map out your current tools and desired automation flow, enabling us to build your custom automation system quickly.
