**Thread**

⚡ How To Automate Your Client Onboarding Process ⚡

so onboarding for every agency looks different depending on what you sell as a service but in this thread I'll go over three things that most agencies will do

- communication channels
- project management
- managing vendors

So this is what we're using for our onboarding tech stack

- go high level
- zapier
- google drive
- slack

1) ONBOARDING FORM

You absolutely need this so you can create zaps and workflows

This is where the information is inputted so that you can automate the output (drive folder, slack messages etc)

The webhook is setting off everything in Zapier

- create your onboarding form in gohighlevel and attach to a subdomain
- include questions regarding things that vendors require to get their job done
- get contact information
- anything else that you need to perform

**THREAD**

⚡THE FIVE BEST ZAPS FOR PROSPECTING ⚡

You can expect 7-12 appointments weekly by managing this 👇👇

First of all these are the only tools you need to run your agency

- Linkedin Account
- Zapier
- GoHighLevel CRM
- Domain
- G Suite
- ElevAAte Leads
- Mailshake
- Contact Database (Apollo, UpLead, ContactEcom)
- Notion

Everything else is not necessary

ZAP #1: Pre-Framing Prospects So You Close

⚡Calendly Discovery Call Booked → Email confirmation from our Account Executives email that show our client/customer video testimonials & our resource library → Auto populate our CRM

ZAP #2: Re-Target Your Cold Email Prospects With A LinkedIn Connection Request

⚡Mailshake prospecting emails sent → no response → ElevAAte leads retarget automated connection request sent to prospect to follow up

ZAP #3: Book 3-5 Discovery Calls With A Video Sales Letter Opt In Page Using Facebook Groups Organically

⚡VSL Opt In -> Time delay so they watch the VSL -> Sent To Our SDR chat and they immediately call to do a discovery call or schedule a discovery call

I've sent over 100k cold emails in the past 5 years

Here are 10 audits of emails that landed in my spam folder

A thread 🧵

I've booked thousands of appointments for my clients with brands like Cargill. Bed Bath & Beyond and more so you could say I know a thing or two about cold emails

In this thread you'll learn a little bit about
- copywriting
- email deliverability
- good cold email practices

If you're doing anything that requires financial information, ALWAYS include a full signature because you need to seem trust worthy

No scammer is including their full signature

If you're selling web dev and you said that you noticed "elements" that are wrong on the site

Clearly state the elements in the cold email or its obvious you're just trying to bait me

Cold emails are to set appointments

Not to sell straight off the emails

Nobody is pulling out their credit card to purchase a service off your site from a cold email