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in this video Im going to show you how you can automate client onboarding for your business so this would be for your agency or your SAS business and the way were going to do this is with go high level Ill show you the funnel the automations the pipeline the forms Etc basically everything youre going to need to streamline your onboarding process so if you havent already make sure that you subscribe and now lets get into it all right so the first thing were going to need to do is create an onboarding form this is a form that youll give to your clients that will give you a lot of information about their business and this will also help you finish setting up their account so we can just come over here to our says sites forms Builder add form start from scratch and then we could just name this form by coming over here and then we could just name it onboarding form so now Im just going to quickly build out this form so we can start by doing full name and then we can do organization
