How To Automate Service Client Onboarding With James Rose

Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses.

To help with this, I talked to James Rose from Content Snare to discuss what the approach and tools required to significantly cut down the time and friction in onboarding, and improve delivery and client satisfaction as well, through automation.

James covers:

  • How to map and start automating your workflow
  • Common mistakes people make when automating
  • Metrics to monitor
  • The routine for keeping on top of your automations

You can connect with James on LinkedIn here.