Collect client info, send documents for signature, email training resources, and create project card
Collect client info, send documents for signature, email training resources, and create project card
Collect client information through Google Forms, send necessary documents for signature via DocuSign, provide training resources through Gmail, and organize details in Trello for faster onboarding and improved client engagement.
Zap details:
Overview
Collect client information through Google Forms, send necessary documents for signature via DocuSign, provide training resources through Gmail, and organize details in Trello for faster onboarding and improved client engagement.