Automating Clients Onboarding & Business Workflow

  • 7 August 2023
  • 1 reply

Hello Everyone,

This is my first post in this community.

Can anyone tell me please what’s the best solutions for clients onboarding, clients management and business workflow for a SEO & Links building Agency?

I will be very thankful for sharing useful information with me.


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1 reply

Userlevel 7
Badge +11

Hello and welcome to the Community, @globexweb! 🎉

What app works best for one person might not work best for another so a lot of the time the best app to choose will depend on your requirements and own personal preference as to which app is the easiest to use, most cost effective etc.

I don’t know what specific apps or workflows you’d need for a SEO & Links building agency. But, we have a number of posts on the Zapier blog (and a course on building an automated client onboarding system with Zapier) that may be a helpful starting point when planning/deciding on the workflows and apps you’d need:

Hope that helps to point you in the right direction. Please do keep us in the loop on how you get on with this - excited to hear what workflows you come up with! 🙂