Attention #credentialing program managers: are you having difficulty attaining your organization's on-time #recertification metrics? If so, you may have a communications challenge. Our recommendation: "meet your audience where they are." #LearningBuilder provides the ability to communicate with stakeholders via SMS text as well as email. Your members can opt-in to this service to receive real-time updates and automated reminders on their mobile device. https://lnkd.in/eKKwgGaa
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💬 Message right for customer-driven revenue | Stand out in crowded categories and channels. Build trust and relationships. Make people love your product. 💗
👆 Converting trial users to customers takes 𝘮𝘰𝘳𝘦 than great copy. It requires a seamless onboarding experience. ✨ 𝘛𝘩𝘢𝘵 𝘮𝘦𝘢𝘯𝘴… 📥 Ensuring your onboarding emails land in the inbox. 🤓 Making learning your product easy (instead of overwhelming) 🤩 Incentivizing onboarding steps by highlighting desirable outcomes These are just a few of the ways I helped workforce analytics platform, Time Doctor, optimize their onboarding emails. Here’s what Program Manager Mina Park-Wessblad had to say about my strategic approach. “𝘈𝘶𝘳𝘰𝘳𝘪𝘦𝘭𝘦 𝘥𝘪𝘥 𝘢𝘯 𝘢𝘮𝘢𝘻𝘪𝘯𝘨 𝘫𝘰𝘣 𝘰𝘯 𝘰𝘶𝘳 𝘵𝘳𝘪𝘢𝘭 𝘰𝘯𝘣𝘰𝘢𝘳𝘥𝘪𝘯𝘨 𝘦𝘮𝘢𝘪𝘭𝘴! 𝘐 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦 𝘩𝘦𝘳 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩. 𝘏𝘦𝘳 𝘦𝘮𝘢𝘪𝘭 𝘢𝘶𝘥𝘪𝘵 𝘳𝘦𝘷𝘦𝘢𝘭𝘦𝘥 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘤𝘰𝘱𝘺 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘵𝘳𝘪𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘪𝘴𝘴𝘶𝘦𝘴. 𝘚𝘩𝘦 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘦𝘥 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨, 𝘺𝘦𝘵 𝘤𝘭𝘦𝘢𝘳 𝘤𝘰𝘱𝘺 𝘵𝘩𝘢𝘵 𝘴𝘰𝘶𝘯𝘥𝘴 𝘭𝘪𝘬𝘦 𝘰𝘶𝘳 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 — 𝘢𝘯𝘥 𝘰𝘶𝘳 𝘣𝘳𝘢𝘯𝘥. 𝘐 𝘩𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘩𝘦𝘳 𝘧𝘰𝘳 𝘢𝘭𝘭 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘦𝘮𝘢𝘪𝘭 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘯𝘦𝘦𝘥𝘴.” What was one of your best or worst experiences trying a new product?
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👆 Converting trial users to customers takes 𝘮𝘰𝘳𝘦 than great copy. It requires a seamless onboarding experience. ✨ 𝘛𝘩𝘢𝘵 𝘮𝘦𝘢𝘯𝘴… 📥 Ensuring your onboarding emails land in the inbox. 🤓 Making learning your product easy (instead of overwhelming) 🤩 Incentivizing onboarding steps by highlighting desirable outcomes These are just a few of the ways I helped workforce analytics platform, Time Doctor, optimize their onboarding emails. Here’s what Program Manager Mina Park-Wessblad had to say about my strategic approach. “𝘈𝘶𝘳𝘰𝘳𝘪𝘦𝘭𝘦 𝘥𝘪𝘥 𝘢𝘯 𝘢𝘮𝘢𝘻𝘪𝘯𝘨 𝘫𝘰𝘣 𝘰𝘯 𝘰𝘶𝘳 𝘵𝘳𝘪𝘢𝘭 𝘰𝘯𝘣𝘰𝘢𝘳𝘥𝘪𝘯𝘨 𝘦𝘮𝘢𝘪𝘭𝘴! 𝘐 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦 𝘩𝘦𝘳 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩. 𝘏𝘦𝘳 𝘦𝘮𝘢𝘪𝘭 𝘢𝘶𝘥𝘪𝘵 𝘳𝘦𝘷𝘦𝘢𝘭𝘦𝘥 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘤𝘰𝘱𝘺 𝘣𝘶𝘵 𝘢𝘭𝘴𝘰 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘵𝘳𝘪𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘪𝘴𝘴𝘶𝘦𝘴. 𝘚𝘩𝘦 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘦𝘥 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨, 𝘺𝘦𝘵 𝘤𝘭𝘦𝘢𝘳 𝘤𝘰𝘱𝘺 𝘵𝘩𝘢𝘵 𝘴𝘰𝘶𝘯𝘥𝘴 𝘭𝘪𝘬𝘦 𝘰𝘶𝘳 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 — 𝘢𝘯𝘥 𝘰𝘶𝘳 𝘣𝘳𝘢𝘯𝘥. 𝘐 𝘩𝘪𝘨𝘩𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘩𝘦𝘳 𝘧𝘰𝘳 𝘢𝘭𝘭 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘦𝘮𝘢𝘪𝘭 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘯𝘦𝘦𝘥𝘴.” What was one of your best or worst experiences trying a new product?
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STOP manually onboarding clients in 2025! (Yes, I said it. Here’s why this is holding your agency back…) 📉 Let’s be real for a second: ❌ Endless back-and-forth emails to collect client info. ❌ Team members asking the same questions. ❌ Important tasks slipping through the cracks. ❌ Delayed project kickoffs slowing down momentum. This is the reality for most agencies. But it doesn’t have to be. After analyzing dozens of workflows and building automated systems for agencies, I’ve developed a streamlined onboarding process using Zapier that changes the game. Here’s what’s possible: ✨ Reduce onboarding time from 3 hours to 15 minutes ✨ Never miss a step or task again ✨ Instantly send welcome sequences and resources ✨ Automatically assign tasks and notify your team ✨ Deliver a 100% consistent client experience every time Here’s a quick win you can implement today: Set up an automated welcome sequence that triggers the moment a contract is signed. Include: ✅ A welcome packet. ✅ A kick-off meeting scheduler. ✅ An onboarding questionnaire. Delivered instantly. Tracked automatically. 💡 Pro tip: Automation isn’t about removing the human touch—it’s about freeing up your time to focus on strategy and growth. Your turn: What’s the #1 bottleneck in your onboarding process? Drop a comment, and I’ll recommend a tailored automation solution for you! P.S. Here’s a simple Zapier workflow I created to show what’s possible.👇 #AgencyAutomation #ClientOnboarding #AgencyLife #BusinessEfficiency
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Strategic Advisor | Process Optimization & Automation for Scaling Remote SMBs | Helping $1M–$5M+ Businesses Work Smarter, Grow Faster, and Prepare for Sale
Struggling to see the value of an optimized process? Let me help ⤵️ This is the actual onboarding process from a past client project. The screenshot shows the initial request in the email. I’ve marked the human intervention and added the time it takes to complete each step. 𝙊𝙧𝙞𝙜𝙞𝙣𝙖𝙡 𝙋𝙧𝙤𝙘𝙚𝙨𝙨: [𝗵𝘂𝗺𝗮𝗻] Draft/edit an agreement in Google Docs: 30 mins [𝗵𝘂𝗺𝗮𝗻] Upload agreement to HelloSign and CC admin: 10 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Client signs the agreement: 0 mins [𝗵𝘂𝗺𝗮𝗻]Send an onboarding email to the client: 10 mins [𝗵𝘂𝗺𝗮𝗻] Create an invoice and send a credit card form: 15 mins [𝗵𝘂𝗺𝗮𝗻] Send the credit card form to the client: 5 mins [𝗵𝘂𝗺𝗮𝗻] Copy information from agreement & create 'deliverables doc': 20 mins [𝗵𝘂𝗺𝗮𝗻] Create a Monday board based on 'deliverables doc': 15 mins ⏱️ Total Human Time for Original Process: ~110 mins 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗣𝗿𝗼𝗰𝗲𝘀𝘀: [𝗵𝘂𝗺𝗮𝗻] Auto-generate agreement (human review): 10 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Automatically upload and send agreement to HelloSign: 0 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Client signs the agreement: 0 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Auto-trigger onboarding email: 0 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Auto-generate invoice and credit card form: 0 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Auto-send credit card form: 0 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Auto-generate 'deliverables doc' (human review): 5 mins [𝙖𝙪𝙩𝙤𝙢𝙖𝙩𝙚𝙙] Automatically create Monday board: 0 mins ⏱️ Total Human Time for Optimized Process (with human review): ~15 min This saved the agency 95 minutes per new client. In the screenshot, you see that they wanted to scale that process to 100 clients. The previous process couldn't be scaled to 100 clients. Not without hiring additional people. If they ever make it to 100 clients, they’d save approximately 158 hours per year. Can you see the value now? #processimprovement #processautomation #onboarding #marketing
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Managing Director | Fast , Easy and Personal IT | We guarantee to improve your IT operations, technology alignment, and security within 90 days - or your money back.
Read how Gareth Smith is using automation in Your IT Department Ltd to streamline our clients new user onboarding processes. This is just one example of how the right IT company can provide efficiency beyond simple it support.
🚀 Driving Efficiency with AI & Automation | Transforming Theory into Time-Saving Business Solutions 💡
Simplifying Onboarding, One Click at a Time Getting a new user set up can feel like navigating a maze. Creating accounts, assigning licenses, setting up groups, and oh yes documenting every step (or else!). It’s one of those tasks where the stakes are high, but so is the time sink. Here’s the thing: it doesn’t have to be that way. I built an automation workflow to handle the whole process. And the best part? A custom approval system that makes messy back-and-forth emails a thing of the past. Now, approvers get a single email with everything they need and just two buttons: Approve or Deny. ✅ No confusion. ✅ No typing. ✅ Just one click to move the process forward. Here’s a screenshot of the email approvers receive clean, simple, and action-oriented. And once approved? The magic happens automatically: Accounts and licenses? ✅ Assigned. Group memberships? ✅ Sorted. Documentation? ✅ Logged. It’s quick, consistent, and dare I say…fun? New employees hit the ground running, and engineers doesn’t have to spend hours chasing emails and spreadsheets. It’s been a game-changer for us. How does your organisation handle new user setups? Still stuck in email chains, or have you embraced the power of automation? Let me know below, I’d love to hear your stories! P.S. Automation is great, but nothing beats the feeling of a smooth onboarding process for everyone involved. Agree? 😉 #Automation #ITManagement #ProcessImprovement #ProductivityHacks
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CEO at VMAC | Empowering Life Coaches & Entrepreneurs | Expert in SEO & Social Media | Driving Transformational Growth & Impact
SYSTEMS, SYSTEMS, SYSTEMS… they're your best friend in business! In the whirlwind of owning a business and juggling multiple clients, chaos can creep in faster than you can say "social media manager." But fear not, my fellow digital warriors, for systems are here to save the day and keep the madness at bay! Here's a sneak peek into some essential systems that every social media manager should have in their arsenal: ✨ ONBOARDING: Ever been caught off guard when a client suddenly comes knocking? Templates to the rescue! Craft an onboarding packet that lays out the next steps for your client crystal clear. Prepped email templates and automated follow-up sequences will keep you in control. Personally, I swear by @honeybook for this magic ✨ ✨ CONTENT CREATION: Lost in a sea of content deadlines? Plotting out specific dates each month for content planning, caption crafting, and graphic designing is my secret sauce. Stay on track and keep your clients in the loop every step of the way. ✨ MONTHLY TASKS: How do you tackle your monthly tasks? I stick to a well-oiled workflow guiding me through strategy sessions, analytics deep dives, and billing rituals. Predictability is the name of the game, keeping your clients in sync with your rhythm. Set aside dedicated days each month to breeze through these tasks without breaking a sweat! And the cherry on top? YOU are the mastermind behind these systems! Craft them to fit your groove, your style, your essence. There are no rules cast in stone—YOU make the rules in this game! With efficient, streamlined systems by your side, rest assured, missing a post will be a distant nightmare of the past. 🌟 💡 What systems rule YOUR business kingdom? Share your secrets below! #digitalmarketer #instagramforbusiness #brandstrategy #brandstrategist #marketingforcreatives #socialmediacoach #contentsystems #BusinessSystems #OrganizationIsKey #CreateYourRules
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Full-Stack Developer | Web & Software Solutions | Digital Marketing | WordPress Developer | Helping Businesses Scale with Tech
My Approach to Client Onboarding | Focusing on Clear Communication & Collaboration 🤝 As I continue building my skills and experience in full-stack development and digital solutions, one thing I’ve learned is that the client onboarding process is crucial to success. It’s all about understanding the client’s needs, setting clear expectations, and ensuring smooth communication from day one. I believe in making the process simple, transparent, and tailored to each client—whether it’s a website project or a digital marketing solution. This helps build trust and long-term partnerships, which is key for any business, including my own journey in tech. Looking forward to bringing this approach to future projects and teams as I continue learning and growing! 🚀 #ClientOnboarding #CommunicationMatters #TechJourney #FullStackDevelopment #DigitalSolutions #CareerGrowth #BuildingPartnerships ---
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I invite you to demo Reelay and learn how you can save THOUSANDS of dollars per-employee per-month. Unless you LIKE budgeting for busy work; it’s obviously worth a demo🕺🏼 Let Reelay handle all of your meeting and or sales call administrative work. It’s an excellent tool for: *sales reps👩💼 *project managers 📌 *employees hosting virtual meetings💻 Good news after getting a license to Reelay *No more call notes. *You don’t have to prepare tedious follow-up recap e-mails. *QUICKLY prepare yourself for a follow-up call by pulling the last-call transcript. *Narrow down who you spoke with. The Reelay archive library feature will literally be your new best friend. 👯♀️ The software speaks for itself! Check it out! You’ll get an email artifact RIGHT after a quick demo. And it will blow your mind 🤯 Reelay®
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I help coaches save 20+ hours every month with automated systems (or you don’t pay) ⚙️ | Systems Integrator @ Fluxaid
STOP wasting hours onboarding clients! Here’s how to onboard a client in less than 2 minutes… without actually doing it. Feel free to switch out any step: 1 - Contract is Signed in PandaDoc 2 - Client Folder is Created 3 - Onboarding Doc is Created from Template 4 - 1:1 Slack Channel is Set-Up 5 - Invite and Welcome Message is Sent 6 - Email is Sent with Onboarding Materials Automation agencies are charging $1000 - $2000 to set up workflows like these… But I’m sharing this Zapier template for FREE to everyone that comments “ONBOARD”. Don’t forget to connect with me so I can DM it to you! P.S. If you find this valuable, please consider dropping a repost :)
