Client Onboarding Automation helped me massively streamline the process
Hi guys - Kept putting this off as it seemed like a massive task but took minutes to make a Client Onboarding Automation on Make.com, so thought I'd share and add some value. Quick run down of what it does: -Automatically logs new clients onto Google sheet (used Stripe as trigger as thats what I use but can be personalised) -Sends them a deeply personalised email I haven't input anything into the modules for this screenshot, as I'm just sharing the logic. Benefits: -Saves time on a manual task -Ensures new clients feel welcomed -Increases engagement and retention Hope instructions are clear, if not, feel free to give me a shout.