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Fqefno1xsx60zlznjgle artificial intelligence electronics future 2599244 offer

Automate Client On Boarding With Zapier

You should not be entering any information into any systems for your new clients. ALL of this can and should be automated. 

This is how...

Step 1 - Sketch Out The Information in Dynalist

Step 2 - Choose your Weapon

Learn how to set up your form in Airtable, Smartsheet, and Google Forms.

Step 3 - Zap everything to set up all of your services.

Here's the outline: