Contract sequence for onboarding

  • Contract sequence for onboarding

    Posted by Stephanie on June 14, 2022 at 12:46 pm

    In my onboarding sequence, how do I add an agreement form for their signature? And daily followups until the form is signed?

    James replied 1 month, 2 weeks ago 2 Members · 1 Reply
  • 1 Reply
  • James

    June 30, 2022 at 1:25 am
    317 Site Points
    0 Experience Points

    Did you get a sequence setup for this manually? I wouldn’t worry about it unntil you have a volume of onboardings that need to be automated.

    Think about Standard Operating Procedures for you business. How would you explain someone else to do it? Would you tell them to spend time automatoing it?