video1.0<iframe src="https://www.loom.com/embed/db7d4d8029384e93909be4ae785911d8" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/db7d4d8029384e93909be4ae785911d8-0de8aefe85e6fbea.gif222.07In this video, I walk you through our client onboarding automation process designed to streamline the intake of new clients and minimize repetitive steps for them. We’ve implemented a client intake form using HubSpot, which allows clients to easily submit their business details and project information. Once they submit the form, their data is automatically pulled into our CRM for easy access, eliminating the need for manual updates. Additionally, we utilize Zapier to connect our software and ensure everything runs smoothly in the background.