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How To Automate Your Coaching Clients’ Onboarding Process

I'm Jazmin!

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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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