My Automation Agency Client Onboarding Process (2024)
Today, I am going to show you my Automation Agency client onboarding process. We'll talk about the best, most professional way to gain access to all of your clients' apps and tools that you'll need to build their automated systems. Let's get into it!
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🏃 Get Started Here -
🔥 My AI Automation Agency: https://www.automatio.io
✉️ Business Inquiries: [email protected]
🔦 My Client Access Guide: https://honored-handstand-b34.notion....
✉️ My Onboarding Email: https://honored-handstand-b34.notion....
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📖 Description -
Client onboarding in your AI automation agency is absolutely critical to get right. It sets the tone for the entire project and is your first opportunity to show your client that you're organized, professional, and capable of delivering the results they’re looking for. A smooth and efficient onboarding process not only builds trust but also ensures that you have everything you need to start the project on the right foot. When done correctly, it demonstrates your expertise and commitment to the client’s success, making them confident in their decision to work with you.
Gaining access to your clients' apps and systems can be a major hurdle when starting a new project. The process of dealing with 2-Factor Authentication, Google Sign-In, and other security measures can be cumbersome and frustrating. The last thing you want is to delay your project because you're stuck waiting for login credentials—it's unprofessional and avoidable with the right approach.
In this video, I'll show you my proven method for streamlining client onboarding by blending two common approaches: letting clients handle their setup and guiding them through it live. I'll walk you through how to create a customized Client Access Guide that makes it easy for clients to provide the access you need. Then, we'll dive into the Project Kickoff call, where you'll ensure all credentials are set up correctly without any hiccups. By the end of this video, you'll have a clear process for onboarding clients that saves time, reduces stress, and enhances your professionalism. Plus, I'll share tips on disabling 2FA and disconnecting Google Sign-In to make future logins a breeze.
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⏰ Timestamps -
0:00 👋 INTRO
0:53 🚀 Getting Started
2:33 👯 The Two Onboarding Approaches
6:26 ⚖️ My Balanced Approach
8:54 🔦 My Client Access Guide
13:38 ✉️ My Onboarding Email
16:20 🔑 2FA & Google Sign-In
19:06 ✌️ CONCLUSION
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🔗 My Links -
🌊 Webflow: https://try.webflow.com/l9bi5zf0cljy
🥞 Memberstack: https://memberstack.com/?via=survivin...
🤖 Botpress: https://try.botpress.com/g9islyh7pjv6
🔮 Make.com (Signup here for one FREE month!!): https://www.make.com/en/register?pc=s...
🚀 My Webflow Membership Agency: https://www.memberify.io/
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👨 WHO AM I -
I'm Alex, a 28 year old Financial Analyst who lives in Nashville, TN. On this channel, we explore the no-code strategies and tools that can help us launch the projects that inspire us and, consequentially, lead the lives we've always dreamed about.
If that sounds interesting, consider subscribing! See you in the next video 😀
PS: Some of the links in this description are affiliate links that I get a kickback from 😜
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