Retain Clients With Automated Onboarding Using Notion and Make.com
Автор: Brandgears
Загружено: 2025-04-16
Просмотров: 85
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Struggling to keep new clients engaged after the sale? In this video, we’ll show you how to retain more clients by automating your onboarding process using Notion and Make.com.
Notion Template:
https://www.notion.so/templates/basic...
You'll learn how to:
Build a client-facing onboarding hub in Notion
Automatically assign onboarding tasks and timelines
Keep your team and clients aligned without lifting a finger
Whether you run a service business, agency, or SaaS company—this automation setup helps you impress clients, reduce churn, and save hours every week.
SOFTWARE, TOOLS, & DEALS (some links may earn me a commission—thank you for your support!)
MAKE.COM: https://www.make.com/en/register?pc=t...
INSTANTLY.AI: https://instantly.ai/?via=kole
PHANTOMBUSTER: https://phantombuster.com/
OPENAI API: https://platform.openai.com/login?launch
CUSTOMGPT: https://customgpt.ai/?fpr=kole79
MANYCHAT: https://manychat.partnerlinks.io/part...
QUICKADSAI: https://www.quickads.ai/?ref=brandgears
MOTION: https://get.motionapp.com/uclvgl8ntuja
WHAT TO WATCH NEXT 🍿
AUTOMATIC CUSTOMER ONBOARDING: • Automatic Customer Onboarding In Under 25 ...
HOW TO BUILD A SCALEABLE SALES SYSTEM IN MINUTES: • How To Build A Scalable Sales System In Mi...
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My AI Automation company: https://brandgears.com
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WHY ME?
Hi, I’m Kole! I previously built and sold my marketing agency for over $2M, managing 80+ active clients. Now, I apply that experience to Brandgears, where we design and implement AI-powered solutions that help businesses grow and improve. My channel is about sharing the knowledge and strategies that work, helping you build real systems that drive results.
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