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How to Use Zapier for Client Onboarding

How to Use Zapier for Client Onboarding

When you take on a new client, you probably perform several monotonous tasks such as entering contact information, creating folders, updating the client newsletter. Rather than hire an assistant to do these tasks, you can save time and money by using Zapier, an automation tool that works with hundreds of apps.

Remote Storage

Remote Storage

You may want to consider having your important documents and emails stored online.  What happens if your place burns down or if your computers crash?  For years, I thought about a solution to this.  I didn’t want to lose all of my data and have to start all over again. If you have your documents and emails stored remotely, you’ll be protected against these mishaps.  Here are some tools that I use for remote storage: