James Rose On Automating Your Onboarding Process
Aug 16, 2021•45 min•Season 1Ep. 113
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode, we speak with James about: Â Â
💥  Overview of a typical onboarding process and how to streamline it.Â
💥  James' favorite proposals toolsÂ
💥  ContentSnare quick tourÂ
💥  3 simple things that will help you get content from your clientÂ
💥  How to use forms and Google docs in your onboarding process Â
For the best experience, listen in Metacast app for iOS or Android