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Retain Clients With Automated Onboarding Using Notion and Make.com

Want Access To This Automation And Much More? Unlock The Vault: https://promo.brandgears.com/ai-vault... I’ve packaged 15+ powerful automations used by 7-figure businesses to increase sales, speed up onboarding, close deals faster, and make your team 2x more productive — and we’re giving it away for free. Save Time & Resources Improve Team Productivity Start Scaling With Confidence Reduce Operational Costs With AI Automation SUMMARY ⤵️ Struggling to keep new clients engaged after the sale? In this video, we’ll show you how to retain more clients by automating your onboarding process using Notion and Make.com. Notion Template: https://www.notion.so/templates/basic... You'll learn how to: Build a client-facing onboarding hub in Notion Automatically assign onboarding tasks and timelines Keep your team and clients aligned without lifting a finger Whether you run a service business, agency, or SaaS company—this automation setup helps you impress clients, reduce churn, and save hours every week. SOFTWARE, TOOLS, & DEALS (some links may earn me a commission—thank you for your support!) MAKE.COM: https://www.make.com/en/register?pc=t... INSTANTLY.AI: https://instantly.ai/?via=kole PHANTOMBUSTER: https://phantombuster.com/ OPENAI API: https://platform.openai.com/login?launch CUSTOMGPT: https://customgpt.ai/?fpr=kole79 MANYCHAT: https://manychat.partnerlinks.io/part... QUICKADSAI: https://www.quickads.ai/?ref=brandgears MOTION: https://get.motionapp.com/uclvgl8ntuja WHAT TO WATCH NEXT 🍿 AUTOMATIC CUSTOMER ONBOARDING:    • Automatic Customer Onboarding In Under 25 ...   HOW TO BUILD A SCALEABLE SALES SYSTEM IN MINUTES:    • How To Build A Scalable Sales System In Mi...   FOLLOW ME 🤝 My AI Automation company: https://brandgears.com My Twitter/X: @koleriggs My Tiktok:   / koleriggs   WHY ME? Hi, I’m Kole! I previously built and sold my marketing agency for over $2M, managing 80+ active clients. Now, I apply that experience to Brandgears, where we design and implement AI-powered solutions that help businesses grow and improve. My channel is about sharing the knowledge and strategies that work, helping you build real systems that drive results. If you find my content valuable, please like, subscribe, and leave a comment with any requests or questions. Thanks for tuning in!