Receive new client inquiries, send welcome email, create project card in Trello, and log details in Google Sheets
Receive new client inquiries, send welcome email, create project card in Trello, and log details in Google Sheets
Process new client inquiries by sending a welcome email via Gmail, creating a project card in Trello for onboarding, and logging lead details in Google Sheets. Enjoy faster onboarding and organized client management.
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Overview
Process new client inquiries by sending a welcome email via Gmail, creating a project card in Trello for onboarding, and logging lead details in Google Sheets. Enjoy faster onboarding and organized client management.