This leads to better retention and less buyer remorse.
Zapier and GHL make this a breeze.
Check out @NickAbraham12 and @imranye to become a Zapier master.
And @linkedin_king and @sean0to10k for GHL.
Alright, let’s do it.
⚡How To Automate Your Entire Onboarding Sequence⚡
[THREAD]
This leads to better retention and less buyer remorse.
Zapier and GHL make this a breeze.
Check out @NickAbraham12 and @imranye to become a Zapier master.
And @linkedin_king and @sean0to10k for GHL.
Alright, let’s do it.
When you close the sale, it’s time to start the process.
The easiest way to do this is to shoot off an email with all the information.
We’ve got a trigger in GHL to do just that. When a lead is marked as “Won”, it automatically sends out the “sale” email.
Create a new funnel in GHL with three pages. The first will be your contract.
This only works if you have set pricing (aka 1k setup fee + 300/lead). If you have multiple options, you can create multiple flows and send out the corresponding email.
The contract page will obviously have the contract but add in personal data and a box for a signature. The client can sign that and it will be stored in their contact info in GHL.
.Have a submit button that takes them to the second page in the funnel.
In GHL, you can set up products and payment forms right on the page. I use this page for the setup fee.
Set up a 2-step order form and collect your payment.
Once that’s done, have the submit button go to the third page…
Now that they’ve signed the contract and paid, it’s time to start onboarding. Create a form in GHL and embed it on the page. This also is beneficial because it saves these to your contact info in GHL.
Once they’ve filled that out, just have a message pop up on submit telling them the next steps. Something as simple as “Thanks for completing onboarding. You’ll receive Slack access/emails, etc…”
Now that your new client has put in all that info, it’s time to use it to finish up onboarding.
Create a new trigger in GHL that sends a webhook whenever that onboarding form is created. Use a “catch hook” in Zapier to do this.
Once Zapier has that info, it’s time to create a new Slack channel for your client. The only downfall is that it creates a public channel, so you’ll have to go manually set it to private.
This is an additional step in Zapier. Choose Slack again and “Invite Users To Slack Channels”. Use the mapped email from earlier in the sequence to automatically send an invite to the client.
Use the “company” name for your onboarding and create a new Google Drive folder. Additionally, if you have a preexisting folder with new client templates (KPIs, response sheets, etc), you can use Zapier to copy that info to the new folder.
Use the “Add account” zap for GHL. This is great because you can have it fully set up with a specific snapshot.
The more information you can map to this the better, but here is what is required:
- First name
- Last name
- Do you want to generate a password automatically?
- User type
- User role
- Business name
- Country
For user type -> account. User role -> admin.
For the country, I always choose the US because that’s where most of our business takes place. That’s an easy change once you get the account set up.
And finally, I set a password manually. It’s a generic one and I advise them to change it once they get logged in.
Their user name will be the email you map and you can create the password.
Send them an email recapping everything they should be expecting.
At this point, it should be:
An invite to Slack, Google drive folder access, their login details for GHL, and any other information you want to finish up with.
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1/ Some initial thoughts on personal moats:
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
I'm increasingly interested in the idea of "personal moats" in the context of careers.
— Erik Torenberg (@eriktorenberg) November 22, 2018
Moats should be:
- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
Things that look like moats but likely aren\u2019t or may fade:
— Erik Torenberg (@eriktorenberg) November 22, 2018
- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
