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    Getting Started

    Onboarding new clients - Use Video

    Over the years I struggled with creating a frictionless onboarding process. Something that would allow me to systematize my process so that I can deliver great service.


    I started using Agile CRM to create email templates, do my marketing, manage the customer journey etc. It's a great platform and even their free subscription is awesome.


    Recently I added onboarding videos to my process. They are short videos that address FAQ's but more importantly pain points. 


    I purchased a few cheap apps from AppSumo which have made producing high quality professional videos fast and easy. This makes my company appear more organized and professional. It also gives the clients something that they can refer back to at their convenience.


    Using these tools along with the Pro Dashboard and ManageWP allow me to run my business like a BOSS!


    My first video, not perfect but way better than nothing




    Agile CRM

    2 REPLIES 2
    Community Manager

    This is awesome @websitecasa! Thanks so much for taking the time to share your experiences and learnings. I'm sure other community members will be inspired by what you've accomplished and your suggestions. Take care!


    RachelM - GoDaddy | Community Manager | 24/7 support available at | Remember to choose a solution and give kudos.
    Getting Started

    Loved your first video, it's way better!