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Admin – SOP for New Client Onboading


Current Status
Not Enrolled
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
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