We just signed a third retainer in six weeks and I'm still doing onboarding by hand with a Notion doc and a Google Form. It works, but it's eating two days a month I could spend on conversion work. I'm arguing with myself about whether to build the system now or wait until the pipeline actually justifies it.
How long do you give a new client before you automate onboarding?
Loading poll…
No replies yet
Audience: Public. Replies follow this audience.
Building a business around what you know?
The Network is free to join. Ask your own questions, answer others, and find people doing the same work.
See the Network