Automate your client onboarding (with a 6-step checklist)

  • 16 July 2021
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Automate your client onboarding (with a 6-step checklist)
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  • Zapier Staff
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Hi Zapier Community! This is Deb, from the Zapier blog. We've chatted with a bunch of folks who use Zapier as part of their client onboarding process: everything from a freelancer connecting her scheduling tool to her project management app to a community with an 82-step Zap to bring more people on board.

So we decided to create an onboarding checklist to help you all get your new clients up to speed—and make sure you have your ducks in a row.

The 6-step client onboarding checklist (with template)

For each step in the process, there's plenty you can automate. Some examples:

  • Get a notification whenever a client fills out an intake form

  • Prepare documents for new clients and get alerts for completed signatures

  • Send follow-up emails after documents are signed or forms are filled out

  • Send out W-9s

  • Send new payments to your accounting app

  • Add new clients to your project management app

  • Send notifications whenever files are added to your cloud storage

The list goes on. Client onboarding is repetitive, and that makes it the perfect candidate for automation.

What part of your client onboarding process do you automate? Let me know in the comments, and we might feature you on the Zapier blog!


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