Hands-free onboarding forms
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Jakin Harper
We’ve automated quite a bit of our on boarding, which includes a form to be sent to the purchaser, requesting details and files. However, this form belongs to the agency sub account and not the client of the account — which means manual input is required from the agency.
If, on purchase, the agency could send the confirmation email with a link to a snapshot specific onboarding form, the submitted details will automatically fill the client account’s custom values.
This could be done via:
- Agency confirmation email includes link to new sub-account’s form/funnel.
- (Preferred) Confirmation email includes agency’s/snapshot onboarding link. Submitted values translate to client account custom values. WFs can be made to track progress & send auto reminders.
This would be especially useful if they don’t receive credentials until the form is submitted.
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J
Jakin Harper
How would you like a hands-free onboarding?
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Ryan Breitkreutz
THIS. GHL is an amazing piece of software but the UX is absolutely daunting... Even as someone who has used a ton of CRMs, website & funnel builders, meeting schedulers etc etc in the past... Trying to put myself in my clients shoes, this platform would be 100% overwhelming, so having a dedicated onboarding funnel to bypass the hard stuff would be so helpful AND save a ton of time.
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Jakin Harper
Ryan Breitkreutz I appreciate your agreement. Mind showing your support for the idea by upvoting it?