I Built a Fully Automated Client Onboarding System Using Make.com

I Built a Fully Automated Client Onboarding System Using Make.com

Michele Torti via YouTube Direct link

00:00 - Intro

1 of 10

1 of 10

00:00 - Intro

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I Built a Fully Automated Client Onboarding System Using Make.com

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  1. 1 00:00 - Intro
  2. 2 00:49 - Step 1: Mapping the Automation Strategy
  3. 3 03:15 - Step 2: Setting Up Typeform
  4. 4 11:54 - Step 3: Creating a Google Drive Folder
  5. 5 16:05 - Step 4: Creating a Slack Channel
  6. 6 19:15 - Step 5: Creating a Google Doc Inside the Client's Folder
  7. 7 23:01 - Step 6: Adding the New Client to a CRM
  8. 8 27:05 - Step 7: Sending a Personalized Welcome Email
  9. 9 34:39 - Live Demo
  10. 10 36:09 - Outro

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