video1.0<iframe src="https://www.loom.com/embed/341036726cdd442e96ca1f2ecef2e440" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/341036726cdd442e96ca1f2ecef2e440-0728e71bd027306f-full.jpg504.255Workflow Example: Client Onboarding Workflow Objective To set up and customize the client onboarding workflow using the TRM engine's automation feature. Key Steps 1. Access the TRM engine and navigate to the automation section. 2. Open the TRM engine snapshot automation folder to find the welcome automation workflow. 3. Understand that the trigger for this workflow is a pipeline stage change. 4. Utilize the coaching pipeline under opportunities to track the client's progress. 5. Move the client to the "welcome client" stage in the pipeline to trigger the onboarding workflow. 6. Edit the welcome email by customizing the from name, from email, and content. 7. Include the next steps for the client in the email, such as agreements and intake forms. 8. Optionally, add additional steps like app invitations or personalized messages. 9. Save the changes made to the email template. 10. Review and customize the welcome SMS that will also be sent out to the client. Cautionary Notes - Ensure the pipeline stage change is correctly set to trigger the onboarding workflow. - Double-check the email content for accuracy and clarity before saving the changes. - Test the workflow with a test contact to verify that the emails and SMS are being sent correctly. Tips for Efficiency - Use the active client tag for easy identification of onboarded clients. - Keep the email concise and focused on guiding the client through the next steps. - Regularly review and update the onboarding workflow to enhance the client experience. - Explore advanced training resources for optimizing and expanding the onboarding process.