Automate Client Onboarding in 3 Easy Steps (Free Tools 2025)

Stop chasing clients — this video shows how to automate onboarding in 3 free steps:
• Auto booking (clients choose a time)
• Auto welcome email (contracts/forms/next steps)
• Auto client tracker (Sheet logs every signup)

💾 Free Onboarding Template → https://docs.google.com/spreadsheets/...

Tool Resources (Affiliate Links):
Setmore (Free Booking Tool) - https://www.setmore.com?ref=mjrmztg

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