INspired INsider Podcast cover image

[Top Agency Series] How to Create a Smooth Onboarding for Your Company with Gray MacKenzie of ZenPilot

INspired INsider Podcast

CHAPTER

Automating Onboarding for New Clients

This chapter explores the different automations used in the onboarding process for new clients, including how forms automatically create accounts and set additional information based on client purchases. The speakers emphasize the importance of accelerating time to value and highlight strategies for a smooth handoff from sales to the delivery team.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner