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the onboarding process is one of the most important parts of your customers Journey but its also one of the biggest waste of time for you as a business owner you can be spending that time prospecting selling adding value building your business or doing things that actually grow your business rather than setting up slack channels sending up communication channels getting in alignment with onboarding forms and processes most importantly making more money Im going to show you how to completely automate your onboarding process and do it in a way that doesnt sacrifice client satisfaction levels now when it comes to client onboarding theres really only three major steps that you need to be aware of the first one is technical onboarding once you close a deal onboarding starts a lot of times what we do in our invoices is we will put the onboarding form and then the calendar link for the client to book their initial call with their consultant what we do in our CRM is well have a loom vide
