How To Cut braincells/time wasted Onboarding clients ?
If you have to do something more than 3 times. Trust me, it should be fully automated.Here is a good exampleBeing able to utilize custom fields on the funnel builder. Being able to populate custom fiends into certain places of the funnel builder would really optimize how we all onboard clients. one specific place where I find it would be useful is. ie: When embedding a link on a piece of text. if we could use custom fields we are supposed to put the link would be awesome.That is just an example:Other ideas are. Custom Field For Logo Picture Custom Field For Profile Picture. Being Able to Use Theme Everywhere within the app! Just picture how much time you'd save if clients were ready as soon as they fill up their intake form. If you happen to have any other ideas drop them all here. I Know Shaun and his team will give us a hand.
You can do a lot of this with the HL pro Tools elite zap though it is only part of their 697 per month package. I wish they had this functionality built into high level. Seems like it should be easy to inject form answers into the custom values.