ConditionalVisibility

new-products-promo

client-onboarding-checklist-01-template

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client-onboarding-checklist-05-project-management

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Business tips

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Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

Getting a new client up to speed shouldn't feel like reinventing the wheel every time. Here's a customer onboarding checklist to streamline your to-do list.

The 6-step client onboarding checklist (with template)

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We took a hard look at how we onboard new clients at Audience Ops, the blog content service that I started a few years earlier. What seemed to work for our earliest clients simply wasn't scaling as the business started maturing.

Why client onboarding may be blocking business growth (and how to un-block it)

Make sure you know when you have new leads so you can take action. This integration helps by automatically sending an outbound email when there is a new entry in Typeform. You'll be able to follow up with leads more effectively than ever. 

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Get email notifications for new Typeform entries

Collecting actionable data from Google Forms is excellent, however, work will be required to move forward. This Google Forms-ClickUp integration makes it simple to create ClickUp tasks from new Google Form submissions, automatically. 

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

Triggers when a new form response is received.

New Form Response

Triggers when a form response is added or modified.

New or Updated Form Response

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

ClickUp

Triggers when a new message is posted to a specific channel you choose. 

New Message Posted to Channel

Triggers when a reaction (emoji) is added to a message in a public channel.

New Reaction Added to Chat Message

Triggers when a new Comment is added to a Task in ClickUp.

New Comment on a Task

New Folder

New List

New Task

Triggers when a reaction (emoji) is added to a message for a task comment.

New Reaction Added to Task Comment

Task Changes

Triggers when a new Time Entry is added using ClickUp Time tracking.

New Time Entry

View the Custom Fields available on tasks in a specific Team / Space / Folder / List.

Find Custom Fields

Find the most recent task created in Workspace/Space/Folder/List.

Find the Most Recent Task

Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.

Find a List of All Tasks

Find Task by ID

Find an existing user by their name or their email.

Find User by Name or Email

Find Documents

Archive or Delete Task

New Checklist

Send a direct message to a user or yourself.

Send Direct Message

Post a message to a specific channel you choose.

Send Chat Message to Channel

Create new document in the specific location

Create New Document

Create New Document Page

A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.

Create Space

Create Custom Field

Create Folder

Create List

Post a Task Comment

Time Tracked

Post Attachment

Create Subtask

Create Task

Update value of a custom field for a selected task

Update Custom Field Value

Update Task

Create ClickUp tasks for new Google Forms responses

Automatically add completed forms into your database with this Gravity Forms to Airtable automation. Once set up, each time a new form is submitted in Gravity Forms, Zapier will create a new record in Airtable. Organize and streamline the information you receive in your forms so you can access it quickly!

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

Triggers when a new record is created or new or existing records when first added to a selected view.

New Record

Triggers when a record is created or updated.

New or Updated Record

Find Many Records (Advanced)

Find Record

Find or Create Record(s) (With Line Item Support)

Find or Create Record

Creates a new record with auto-populating fields.

Create Record

Create up to 10 new records (supports line items).

Create Records (Advanced)

Find and update an existing record, or create a new one.

Create or Update Record

Delete Record

Update Record

Save new Gravity Forms submissions in Airtable

When you have new entries of your online form, you may need to send a request for a signature, too. This integration helps by automatically creating a signature request in DocuSign when there is a new entry in Typeform. You won't have to manually create signature requests again.

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Docusign

Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

Envelope Status Updated

Sends an envelope signature request using a document.

Send Envelope Using Document

Sends a envelope signature request using a template.

Send Envelope Using Template

Create Signature Request

Create DocuSign signature requests for new entries in Typeform

Automatically upload your completed documents to the cloud. Use this integration to upload newly signed SignWell documents to Dropbox, and save time on manual import and export.

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

SignWell

Triggers when a document has been completed.

Document Completed

Document Sent

Triggers when a signer view a document for the first time.

Document Viewed

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

Create Document From Template

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

New File in Folder

Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

New or Updated File

Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Find Folder

Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Find File

Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.

Find File (Content Search)

Delete File

Delete Folder

Creates a brand new folder at the path you specify.

Upload an existing file or attachment not bigger than 500 MB.

Upload File

Moves a file to a new location at the path you specify.

Move File

Creates a brand new text file from plain text content you specify.

Create Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Create or Append to Text File

Rename File

Create Shared Link

Upload newly-completed SignWell documents to Dropbox

Keep detailed records for your team and make sure they are up-to-date with this SignNow to Google Drive automation. Set it up, and every time a document is updated in SignNow, Zapier will copy the file into Google Drive. You'll be sure to have all of your important documents saved into Google Drive automatically with this integration, and will automatically have a record of every signed document.

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

SignNow

Triggers when all signers have filled in and signed the document.

Triggers when a document has been deleted.

Document Deleted

Triggers when a document has been updated.

Document Updated

Triggers when a document has been uploaded to SignNow.

New Document

Revokes an invite to sign. Optionally can delete a document.

Cancel Invite to Sign and Delete Document

Creates a new document with fillable fields from a selected
      template and sends a signature request to one or multiple signers.

Creates a new document without fillable fields from a selected
      template and sends an invite to a signer.

Create Document From Template & Send Free Form Invite

Creates a new document with fillable fields from a selected
      template and sends an invite to one or multiple signers.

Create Document From Template & Send Role-Based Invite

Sends an email with the invite to sign a document. **NOTE**:
      Use this action only for signing simple documents without fields and roles.

Invite to Sign

Upload Document

Creates a new document and converts field tags to SignNow fillable fields.

Upload Document & Extract Fields

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

Triggers when any new file is added (inside of any folder).

New File

Triggers when a new file is added directly to a specific folder (but not its subfolders).

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

Triggers when a file is updated in a specific folder (but not its subfolders).

The 6-step client onboarding checklist (with template)

Getting a new client up to speed shouldn't feel like reinventing the wheel every time. Here's a customer onboarding checklist to streamline your to-do list.

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