Automate Your Client Onboarding: How to Reduce Your Emails by 50%
A Talk by Odette Pletzer and David Jones
About this Talk
Discover how automation can transform your client onboarding process—reducing emails, saving time, and delivering a more streamlined experience from the start. This session dives into tools and methods that take the hassle out of onboarding, so you can focus more on building relationships and less on repetitive tasks.
Key Takeaways:
- Set up automated onboarding steps to reduce emails and free up time.
- Create a seamless client experience that builds trust and engagement from day one.
- Use practical automation tools that fit easily into your current workflow.
