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How To Automate Your Coaching Clients’ Onboarding Process

September 19, 2022

I'm Ryan!

I help business owners, coaches and entrepreneurs build the businesses they've always dreamed of (without sacrificing their magic) and brands take it to the next level.

hey there

It used to take me 2+ hours a week to onboard new coaching clients. 😅

That was until I got sick and tired of manually creating the same client folders, uploading their contracts and sending out welcome emails. How frustratingly boring.

What's worse is that outsourcing this to a VA simply sucked up their time when really, this task could've been automated.

Quick Maths

For those who think 2 hours isn't a lot of time to onboard a new client…you're wrong.

VA = $10/hr.

If you sign 5 clients a month, that's 10 hours spent on onboarding.

Your VA is now costing you $100/mo just to get new clients set up in your system.

So I set out to create a Zapier automation that would eliminate the need for my VA or I to be involved with manual onboarding ever again.

Enter my New Client Onboarding Zap.

This automation will:

  • Create new folders for your client
  • Upload their contract to their folder and your company's for record-keeping
  • Add them to your email platform or CRM tool
  • Notify your team in Slack
  • Create tasks in ClickUp (for testimonials, welcome pack etc.)
  • Shoot off a welcome email

If you do end up trying out this automation, I'd love to hear how you go in the comments below.

Every Monday, I share similar automations and processes like this one in the Million Dollar Systems Facebook group for you to copy/paste into your own business.


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