Automation Hack: Easy New Customer Onboarding & Payment

For those of us with an entrepreneurial mindset, we get a kick out of the thrill of the chase - of looking for new opportunities for lead generation, of identifying potential new market segments, of inventing new products that can pull in an entire new customer base in one fell swoop. We love the rush of exploring how we can add value to our customer base, all the while increasing our prospects of turning leads into return customers.  

When the fruits of our labour result in new business, it’s a great feeling. 

The admin that can come with a new customer? Not so fun.

Successfully onboarding a new client or customer can be the key to clear communication and, just as importantly, getting paid for your work on time. It’s also important when you’ve got a team working across different stages of your sales funnel. Ensuring that customers make the jump from interested through to integrated is crucial to keep your business wheels turning without a hitch.

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