Managing client onboarding manually can be time-consuming and inefficient. When bringing on new clients for services like web design, SEO, social media management, or other digital solutions, agencies often follow a detailed process to gather client information and run initial audits.
Collecting this data manually – from business info to access credentials for tools like cPanel, Google Search Console (GSC), Google Analytics (GA), and gathering details about keywords and other business metrics – takes valuable time away from focusing on high-impact tasks.
Speed Up Onboarding: What used to take hours or days can now be done in minutes. Automating the onboarding process lets you move quickly from client acquisition to service delivery.
Eliminate Manual Work: Free your team from tedious manual tasks like data collection, organizing information, and conducting initial audits. Focus on strategic, high-value work instead.
Ensure Accuracy: Manual data entry increases the risk of errors. Automating onboarding minimizes mistakes and ensures all the required information is captured correctly from the start.
Provide a Seamless Client Experience: First impressions matter. Automating onboarding ensures a smooth, professional experience for your clients, giving them confidence in your agency’s capabilities from the start.
Customizable to Your Needs: Tailor the onboarding process to fit your agency’s services, whether it’s web design, SEO, or social media management. Our flexible system adapts to collect and process the specific information you need for each client.
Client Information Request: Once you onboard a new client, the system automatically sends them a customized form to collect essential details like website credentials, business information, and access to tools like GSC, GA, and more.
Data Collection: The information is securely collected and organized within the platform, reducing the need for back-and-forth emails or manual entry.
Automated Audits: After gathering the data, AgencySimplifier runs a series of automated audits based on your agency’s needs – from GMB audits to website and ranking reports.
Instant Reporting: The results are compiled into a comprehensive report, ready for immediate client presentation. Whether it’s a Google Sheet, PDF, or another format, the report is generated instantly without additional work.
Start the Project: With all the necessary data and insights at your fingertips, you can now kickstart the project with everything you need to deliver top-notch service.
Stop wasting time on manual data collection and tedious onboarding processes. AgencySimplifier’s Onboarding Automation allows you to onboard clients effortlessly, run key audits automatically, and deliver insights faster than ever – so you can focus on what really matters: growing your agency.
Onboarding Automation is a feature in AgencySimplifier that streamlines the client onboarding process by automating the collection of essential client information and conducting key audits such as GMB Audits, Website Audits, Ranking Reports, and more. This reduces manual effort and speeds up onboarding.
Once a new client is onboarded, AgencySimplifier sends them a customized form to gather crucial details like website credentials, business info, access to Google Search Console, Google Analytics, and keyword data. The system automatically collects and organizes the information securely within the platform.
Yes, the onboarding forms can be fully customized to match your agency’s specific needs. Whether you are providing web design, SEO, or social media management services, you can tailor the forms to collect the information that’s most relevant to each client.
AgencySimplifier’s Onboarding Automation can run several audits automatically, including GMB Audits, Website Audits, Ranking Reports, and more. These audits provide valuable insights that help you kickstart your client projects with the necessary data and analysis in place.
The entire process is highly efficient. Once the client submits the required information, the system automatically processes the data and completes the audits in a matter of minutes, saving you significant time compared to manual onboarding and audits.
Absolutely. AgencySimplifier ensures that all client information is securely collected and stored with industry-standard encryption protocols. Your data privacy is our top priority.
Audit reports generated by Onboarding Automation can be exported in various formats, including Google Sheets, PDFs, or customized reports, depending on your preference. These reports are instantly ready for client presentation.
Yes, while the system automates the majority of the process, you have full control over customizing forms, auditing preferences, and manually adjusting any part of the onboarding workflow when necessary.
Yes, whether you’re a small agency or a large firm with multiple clients, Onboarding Automation scales to your needs, allowing you to onboard clients efficiently and streamline processes no matter your agency’s size.
Onboarding Automation will save your agency significant time, reduce manual tasks, improve accuracy, and enhance client satisfaction by providing quick and professional onboarding. It allows you to focus on delivering value and growing your agency, rather than managing administrative tasks.