Map your customer onboarding process | Virtual Assistant Example

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  • Опубликовано: 24 дек 2024

Комментарии •

  • @holisticwayfinder
    @holisticwayfinder 3 года назад

    Oh my goodness, I was in the process of building my workflow in order to set up in Dubsado and came across this video. AMAZING VALUE!!! Thank you!!!

    • @LaylaPomper
      @LaylaPomper  3 года назад

      Glad to be of help! Best of luck!

  • @michaelcameronyyc
    @michaelcameronyyc 3 года назад

    Outstanding...well presented. This is awesome!

    • @LaylaPomper
      @LaylaPomper  3 года назад

      So happy it helped you Michael!

  • @yolanda.vasquez
    @yolanda.vasquez 4 года назад

    Thank you for suggesting these videos Layla! 👍🏻 My main takeaway is that I have to get it on pen & paper and out of my head. Loooooved the post it idea, it will definitely be easier to shuffle things/steps around, as well as the video intro. My VA business will be that much better for it!!

    • @LaylaPomper
      @LaylaPomper  4 года назад

      So glad to hear it! Hope you’ll keep me in the loop as you start building out your systems!

  • @eng.irfanrashid6443
    @eng.irfanrashid6443 3 года назад

    Loved it
    U did a great explanation how to make a perfect process
    Appreciating

  • @avivajewel7094
    @avivajewel7094 3 года назад +2

    Thank you for making this make so much sense! You're absolutely right in that I already do almost an identical onboarding process (as a VA!), but writing it out like this gives so much insight on how to improve it. Do you have a video on how you can automate all of this in ClickUp? Or would it be best to make it into a list of tasks and template it? That's really the next step for me - trying to figure out how to manage it in ClickUp, both for myself and for my clients who need a similar process set up.

    • @LaylaPomper
      @LaylaPomper  2 года назад

      Hey! Just now getting caught up with comments 🙈
      In case you still need support, I found a video that may help you here: ruclips.net/video/lpsLuesIG0o/видео.html

  • @ellenl2768
    @ellenl2768 4 года назад

    I’m an architect and I just found your channel. I would be interested in onboarding staff / freelancers. Specifically with Clickup

    • @LaylaPomper
      @LaylaPomper  4 года назад

      Hey Ellen! Besides general SOP videos, I have a video coming out in about a week (just filmed it!) where I’m giving a tour of how I use Dashboards for team management / policies / huddles. So stay tuned! ☺️
      I’ll make note to get a purpose-built video on team on boarding too- probably be next month!