Today's Automation: Client Folder + Dashboard Creation
Kyren Mearr Cabellon
Purpose
Managing client onboarding and service delivery can be overwhelming without a streamlined process. This automation creates a seamless workflow from deal closure to client task management, saving time and reducing errors. The process ensures every client is set up for success with consistent and efficient organization.
Step-by-Step Process
Step 1: Deal Closure in HoneyBook
Once a deal is marked as "closed" in HoneyBook, it triggers the automation sequence. HoneyBook serves as the starting point by confirming the client’s commitment to your services.
Tool Used: HoneyBook
Step 2: Create a Client Folder in ClickUp
An automated action generates a dedicated folder for the new client in ClickUp. This folder organizes all the client’s tasks, files, and dashboards in one place.
Tool Used: ClickUp
Automation Method: Use Zapier to connect HoneyBook with ClickUp.
Step 3: Create a Client Dashboard
Within ClickUp, a custom client dashboard is created to track the client's progress, milestones, and deliverables. This dashboard offers a high-level overview and detailed insights into the client’s journey.
Tool Used: ClickUp Dashboards
Automation Method: Include this action in your ClickUp automation sequence.
Step 4: Generate Onboarding Tasks
Predefined onboarding tasks are automatically added to the client’s folder. These tasks might include sending a welcome email, scheduling a kickoff call, and sharing access to essential tools.
Tools Used: ClickUp, HoneyBook
Automation Method: Leverage ClickUp task templates and Zapier workflows.
Step 5: Assign Service Tasks
Service-specific tasks are added to the client folder. These tasks align with the deliverables outlined in your agreement and ensure a systematic approach to service execution.
Tools Used: ClickUp
Automation Method: Automate task creation based on the type of service selected during deal closure in HoneyBook.
Tools Used
- HoneyBook: Client relationship and deal management
- ClickUp: Task and project management
- Zapier: Workflow automation
Call-to-Action
Want to simplify your client onboarding and management processes? Let me help you implement these automations for your business. Contact me today to get started!