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Stefan in 't Veld

Stefan in 't Veld

Stefan is the co-founder of Replicable and is specialised in building automated processes.

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Automate your client onboarding process

Onboarding a new client consists of repeatable tedious tasks. Also, these tasks are often forget or not properly done so that e.g. documents are spread over your Google Shared Drive

Typeform
Google Drive
Asana
Google Slides
Automate your client onboarding process
trigger

Start the automation from your Quicklink Home

Add a quicklink to your Quicklink Home to make sure its easily accessible. 

Automate your client onboarding process
action 1

Create a folder

Finding scattered client documents or waiting for folder access takes time. Make sure a documents are in the same folder and all relevant stakeholder have access. 

Automate your client onboarding process
action 2

Create project

Make sure that a new project is created in Asana right away based on a template. Add default (manual) tasks to the project.

Automate your client onboarding process
action 3

Create a custom kick-off document based on a template

Fill the variables in a standard document and make a kick-off document custom to your client. You can add company name, but even pick company specific examples. 

Explanation

Before

Setting up a new client takes too much time. Often, you find yourself looking for document for 20-30 minutes as they are scattered on your the companies' Drive.

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After

You can outsource a larger part of client work to junior employees, leading to higher margins per employee. Also, customer are delighted with a personalised kick-off document.

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workflows

Other workflows

Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.

Typeform
Google Docs
Asana
PandaDoc

Fill out contracts automatically

This workflow helps simplify the task of creating and processing new contracts.

HubSpot
Zapier

Cleaning contact details in HubSpot

This workflow helps you keep data clean and consistent in HubSpot.

Webflow
Zapier
ActiveCampaign

Webflow form to CRM system & task list

How to send a Webflow form to ActiveCampaign and enrich

Gmail
Zapier

Forward incoming invoices automatically to Twinfield

Create a process in which invoices that you receive via email are automatically filtered and forwarded.

Asana
MeetAlfred
Autopilot
Pipedrive

Welcome new clients when they sign their contract

Give new clients a warm welcome via a range of tools when they sign their contract. 

Typeform
Pipedrive
Mailchimp

Bookmark link to add contacts to your newsletter

Bookmark link to add contacts to your newsletter in Mailchimp.

Gmail
Mailchimp
Google Chat

Add contact to your newsletter when an email is labeled in Gmail

This workflow adds new contacts to your newsletter subscriber list in Mailchimp based on a label that is given to an email.

Pipedrive
Typeform
Gmail

Send accountancy instructions when a new client submits invoicing details

This workflow sends an email to the accountancy software with the instruction to create a new client.

Lemlist
Airtable

Follow-up prospects that have not replied via a Lemlist campaign

This workflow labels a contact in a prospecting database in Airtable when they do not reply in Lemlist. Then it is manually assessed what the next step should be. We purposeful do not collect this in a CRM to keep it tidy.

Lemlist
Pipedrive

Create a deal in Pipedrive when opportunity is created in Lemlist

Not all replies in Lemlist are opportunities. As you do not want negative replies to end up as deal in Pipedrive, we manually assess the replies in Lemlist. Positive replies are marked as opportunities. These are then pushed to Pipedrive as deals.

Pipedrive
Lemlist

Create lead in Pipedrive when contact replies to a campaign in Lemlist

Push all replies from Lemlist to the lead inbox of Pipedrive. In the lead inbox you manually assess every reply and convert leads to deals if they are interested.

Pipedrive
Zapier

Create sales script as a note to deal

Turn your sales pitch into a template note and pin this to the deal when it enter a certain stage.

PandaDoc
Pipedrive
Autopilot
Asana

Add former clients to an email sequence in Autopilot 12 months after the contract is signed

This workflow adds contacts to an email sequence to ask how the work you've delivered is progressing. Naturally, you can ask if they need any help.

Handwrytten
Pipedrive
Google Chat

Send a Handwrytten postcard to contacts directly from Pipedrive

This workflow automatically sends a postcard using Handwrytten to every new client.

Pipedrive
Mailchimp
Google Chat

Add new contacts to your newsletter in Mailchimp

This workflow adds new contacts to your newsletter subscriber list in Mailchimp. Optionally, this includes a double opt-in email loop.

Pipedrive
Autopilot
Asana
Google Chat

Add contacts to an email sequence in Autopilot that will be sent 6 months in the future

This workflow adds contacts to an email sequence in Autopilot on a predefined date in the future. 

Typeform
Pipedrive

Create a new lead in Pipedrive when a Typeform is filled in

The workflow adds new organisations, persons and leads for new Typeform submissions. In most cases, this Typeform is embedded on the website as a contact form. We choose to create leads (not deals) in Pipedrive, and convert them manually to deals.

Pipedrive
Zapier

Cleaning contact details in Pipedrive

This workflow helps you to keep data clean and consistent in Pipedrive.

Airtable
HubSpot
Google Chat

Sync company & contact data between Airtable and Hubspot

Sync the data between 2 or more applications so that when fields change in 1 applications it also changes in the others.

Pipedrive
PandaDoc

Generate and send a DPA directly from Pipedrive

When you start working for new clients you often need to sign a digital processing agreement (DPA). You can simply use tools such as Google Docs and SignRequest to send automatically send contracts to all recipients.

Typeform
Google Docs
Asana
PandaDoc

Send NPA/DPA to freelancers when they start working for you

This workflow automatically send a contract to freelancers and then creates a Task in Asana to make sure you will follow-up when they not sign.

Calendly
Pipedrive

Update funnel stage in Pipedrive when Calendly meeting is booked

This workflow updates the funnel stage in Pipedrive when a client books a meeting through Calendly. As a result, deals are always in the right stage.

Notion
Gmail

Create Notion task from Gmail email

Create an alternative email address that is used to create tasks in Notion. Simply email yourself to get a task in Notion.

Ready to automate your operations?

Our automation experts can probably find improvements in your current tool stack, automations or processes. Feel free to contact us for a free audit.

Replicable Bubble image for background.
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