Make Money Online AUTOMATION Client Onboarding Automation For Our Agency – Built with Zapier, Asana, Google Sheets & Forms

Client Onboarding Automation For Our Agency – Built with Zapier, Asana, Google Sheets & Forms

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A’lot can fall through the cracks very quickly especially if your onboarding a’lot of clients at once.

We’ve begun dialling in everything into Asana so we have 1 central location where all deliverables & tasks live… this way we can better identify what falls through the cracks..

It doesn’t take much to see the value of using a PM tool, but it only really makes sense once your team is big enough to where you can no longer track what’s going on & who is over capacity VS who is under….

Enjoy!!

Much love as always.

Lemme know your thoughts on this process 🙂

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