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Automate Client On Boarding With Zapier

Sketch out the details, create your form and zap the data into all of your services. This may be the most important workflow you need to automate right now.

You should not be entering any information into any systems for your new clients. ALL of this can and should be automated. 

This is how...

Step 1 - Sketch Out The Information in Dynalist

Step 2 - Choose your Weapon

Learn how to set up your form in Airtable, Smartsheet, and Google Forms.

Step 3 - Zap everything to set up all of your services.

 

What People Are Saying:

Working with Seth is always a pleasure. I not only appreciate his knowledge and experience but his creative approach to solving problems in bookkeeping, accounting, and business management. Every time I work with him, talk with him or follow one of his many educational offerings - I LEARN. I highly recommend working with Seth as a client, student or colleague. You can't go wrong and the time/money will be well spent.

Belinda Mikel

I have watched and listened to Nerd Enterprises for 5 years now. His knowledge of the subject is incomparable and I treasure every lesson I've been able to receive. He has an ability to speak at every level, from beginner to expert and make the cloudy seeable.

ELIZABETH