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Time Stamp ⌛
0:00 Intro
1:35 My top SaaS agency client onboarding automations
2:45 New SaaS Client Onboarding Automation
11:22 Onboarding Form Not Completed Automation
15:20 Onboarding Call Not Scheduled Automation
21:04 Conclusion
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In this GoHighLevel tutorial, I show you my top SaaS agency client onboarding automations/workflows that help streamline the onboarding process to make sure I get everything I need from new clients to customize their accounts and get them setup ASAP.
As usual, GoHighLevel makes this really easy to setup using the workflow builder to check if certain actions have been taken by clients, and if not, sending them email and text reminders.
An example of this would be if a client hasn’t completed their onboarding form or scheduled their onboarding call.
The workflow automation I have in place in GoHighLevel waits 2 days after a client signs up, and then checks to see if they have the tage associated with completing the onboarding form and/or scheduled their onboarding call.
These types of automations will save you as the agency owner an incredible amount of time by not having to manually follow up with people to get the information you need.
It also creates a much better user experience for your clients because it keeps things moving forward to ensure they get the best start possible with your SaaS product.
So if you’re a GoHighLevel SaaS agency owner, I highly recommend you get these workflow automations up and running ASAP.
Hope it helps!
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