Discover the ultimate guide to automating your web design agencies client onboarding process using OpenAI and Zapier. In this must-watch tutorial, I, Jordan from Island Web Design, reveal how our custom AI assistant has supercharged our efficiency allowing us to effortlessly onboard about 10 clients a month. No more manual data entry in accounting software, sending invoices and contracts manually, and the hassle of following up on every single detail.
Learn how we use Zapier for more than just basic automations, at a fraction of the cost of competitors like HubSpot. Watch as I walk you through the entire automated flow from lead capture to contract signing, invoicing, and beyond, without sacrificing the personal touch and quality your clients expect.
What You Will Learn
🤖 Setting up an OpenAI assistant and API key for automation.
⚡️ Utilising Zapier for seamless integration between your website, CRM, and accounting software.
⭐️ Automating tedious tasks while focusing on quality and client satisfaction.
🚀 Creating a custom client portal in ClickUp for project transparency and efficiency.
Why You Can’t Miss This:
⏳ Save countless hours and reduce overhead costs.
📈 Scale your business without losing the personal touch.
🤯 Impress clients with speed and efficiency from the first interaction.
👉 Don’t forget to subscribe and hit the like button if you’re excited to transform your business with AI and see how we operate our rapidly growing Web Design Agency behind the scenes.
Comment below if you’re interested in seeing how we built our custom ClickUp customer portal.
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Follow me on Instagram for more web design and social media marketing agency tips https://www.instagram.com/jordanislandwebdesign/
If you want to check out all the World Class Web Design and Social Media Marketing we do for our clients you can find that on our website https://islandwebdesign.net/
Open Ai Api: https://platform.openai.com/assistants
Zapier: https://zapier.com/
ClickUp: https://clickup.com/
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