Automate Client Onboarding Bliss

# Automate Client Onboarding Bliss ## What It Does Automate Client Onboarding Bliss streamlines your client onboarding process by automating scheduling, sending notifications, and following up with clients. This saves you time and boosts client satisfaction. With this automation, you can ensure that your clients receive timely updates and reminders, allowing you to focus on high-leverage tasks. By automating tedious admin tasks, you can save 3 hours per week. ## Who Needs This Virtual assistants who manage client onboarding processes manually will benefit greatly from Automate Client Onboarding Bliss. They often spend a significant amount of time scheduling appointments, sending reminders, and following up with clients, taking away from more important tasks. By automating these tasks, virtual assistants can free up time to focus on higher-value work. ## How It Works — Step by Step 1. You provide the details of the client's appointment or meeting, and the agent schedules it accordingly. 2. The agent sends a confirmation notification to the client with the appointment details. 3. A few days before the appointment, the agent sends a reminder to the client. 4. On the day of the appointment, the agent sends a final reminder to the client. 5. After the appointment, the agent follows up with the client to gather feedback and next steps. 6. You receive a notification when the client responds to the follow-up, allowing you to take further action. 7. The agent logs the client's response and updates the relevant records. 8. You can review the client's history and status at any time. ## What You Get * Automated scheduling of client appointments * Timely notifications and reminders sent to clients * Follow-up emails sent to clients after appointments * Logged client responses and updated records * Notifications when clients respond to follow-ups * Saved time (3 hours per week) on tedious admin tasks ## Setup Requirements * Gmail account for sending emails * Incoming webhooks for receiving client responses * List of client appointment details (name, email, appointment date and time) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*