**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
2) Project Management

We use Notion for project management and with the new Zapier updates we can automate a ton of the work

This is how our workspace is built so our team can communicate and work accordingly
So when that onboarding form is filled out

- an onboarding checklist is created
- they're added to our client board

Now our account managers can get to work
3) Managing vendors

Most agencies have vendors that they use for multiple things

We use two vendors for our service (an ISA team and a lead list builder)

So as soon as that form is submitted. an email is sent out to our vendors with the info they need to start
4) Client communications

I think as soon as you pass the 30 clients point, you should switch to a ticketing system (https://t.co/SOibF7azMd)

But if you're not there then I would create shared channels within slack to communicate with them
5) EXTRA: We need our clients to have CRMs since we do B2B lead gen so if they select no within the onboarding form we have a zap that will auto create a CRM for them
6) EXTRA: We do a client checkup call once a month so we setup a workflow within slack that sends them a reminder to book the call on the first of every month
I can almost promise that nobody on this side of twitter has better systems or results then my agency 😈 we'll be at 50 clients before the end of the month and a hundred before the end of the year

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॥ॐ॥
अस्य श्री गायत्री ध्यान श्लोक:
(gAyatri dhyAna shlOka)
• This shloka to meditate personified form of वेदमाता गायत्री was given by Bhagwaan Brahma to Sage yAgnavalkya (याज्ञवल्क्य).

• 14th shloka of गायत्री कवचम् which is taken from वशिष्ठ संहिता, goes as follows..


• मुक्ता-विद्रुम-हेम-नील धवलच्छायैर्मुखस्त्रीक्षणै:।
muktA vidruma hEma nIla dhavalachhAyaiH mukhaistrlkShaNaiH.

• युक्तामिन्दुकला-निबद्धमुकुटां तत्वार्थवर्णात्मिकाम्॥
yuktAmindukalA nibaddha makutAm tatvArtha varNAtmikam.

• गायत्रीं वरदाभयाङ्कुश कशां शुभ्रं कपालं गदाम्।
gAyatrIm vardAbhayANkusha kashAm shubhram kapAlam gadAm.

• शंखं चक्रमथारविन्दयुगलं हस्तैर्वहन्ती भजै॥
shankham chakramathArvinda yugalam hastairvahantIm bhajE.

This shloka describes the form of वेदमाता गायत्री.

• It says, "She has five faces which shine with the colours of a Pearl 'मुक्ता', Coral 'विद्रुम', Gold 'हेम्', Sapphire 'नील्', & a Diamond 'धवलम्'.

• These five faces are symbolic of the five primordial elements called पञ्चमहाभूत:' which makes up the entire existence.

• These are the elements of SPACE, FIRE, WIND, EARTH & WATER.

• All these five faces shine with three eyes 'त्रिक्षणै:'.
The best morning routine?

Starts the night before.

9 evening habits that make all the difference:

1. Write down tomorrow's 3:3:3 plan

• 3 hours on your most important project
• 3 shorter tasks
• 3 maintenance activities

Defining a "productive day" is crucial.

Or else you'll never be at peace (even with excellent output).

Learn more


2. End the workday with a shutdown ritual

Create a short shutdown ritual (hat-tip to Cal Newport). Close your laptop, plug in the charger, spend 2 minutes tidying your desk. Then say, "shutdown."

Separating your life and work is key.

3. Journal 1 beautiful life moment

Delicious tacos, presentation you crushed, a moment of inner peace. Write it down.

Gratitude programs a mindset of abundance.

4. Lay out clothes

Get exercise clothes ready for tomorrow. Upon waking up, jump rope for 2 mins. It will activate your mind + body.

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