Sales Process Automation for SAAS Business | Client Onboarding
Emmanuel Akinbola
Email Marketer
Marketing Strategist
Automation Engineer
Go High Level
Zapier
Project Summary: Client Onboarding with GoHighLevel and Zapier
Objective: Streamline client onboarding using GoHighLevel CRM and Zapier.
Key Actions:
Conducted a strategy call to identify client needs.
Customized GoHighLevel for lead management with automated workflows.
Integrated Zapier for data automation between GoHighLevel and other tools.
Provided client training for effective platform use.
Outcome: Established a tailored CRM system that enhanced efficiency and reduced manual tasks.
