Admin – SOP for New Client Onboading

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Price

Free

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SOP – New Client Onboarding
(Current Benchmark 52 Minutes)

Course Content

Initial Steps

1 – New TaskFunnels Signup | Email Notification

2 – Transfer information to Mastersheet

3 – Hubstaff – Adding Client and Project Folder

ClickUp

4 – Clickup – Duplicate Template Folder

4.1 – Click Up – Folder Settings Activate Automation

4.2 – Integration for Clickup and Hubstaff

Taskfunnels

5 – Taskfunnels Backend – Duplicate Forms

Zapier

6 – Zapier – Duplicate Create New Task Form Folder

6.1 Zapier – Setting up the client information and tag

Taskfunnels

7 – Taskfunnels – Add Membership Level

8 – Taskfunnels – Connect Membership Level to Membership

9 – Taskfunnels – Add User Profile

Google Drive

10 – Create Dedicated Google Drive

Slack Channel

11 – Create Slack Channel and send invite as Guest

Backend and CRM

12 – Taskfunnels – Client Portal Updating backend data

13 – CRM/GHL Data update

14 – How to Review the Portal