Client Onboarding
€100
€100
https://schema.org/InStock
eur
This workflow is designed to help onboard clients. We'll cover three main workflows:
- identifying new hot leads
- enriching their information
- creating quotes.
I'll explain the logic behind each workflow in a how to guide and video and provide the JSON.
Prerequisites:
- Make.com - https://www.make.com/en/register?pc=upfish
- Access to Apollo API - https://apollo.grsm.io/io294hwinfzx
- Airtable CRM - https://airtable.com/invite/r/zr0NdLjx
- Jotform - www.jotform.com
A combination workflows to build your onboarding process on top of, a how-to-guide and an airtable template