Automating the Welcome
If you're selling SaaS, you can't manually hand-hold every user. You need an automated onboarding flow.
The Checklist
Create a workflow that triggers "When Order Form Submitted":
- Create User in HighLevel.
- Send "Welcome Email" with Login Credentials.
- Send "Getting Started" Video Course (hosted in Memberships).
- Drip feed "Tips" every day for 7 days.
The "Value First" Mindset
Your goal is to get the client to their "Aha!" moment as fast as possible.
Aha Moment Example: The moment they see their first lead come into the Unified Inbox.
Focus your onboarding on getting them to that specific outcome.
Knowledge Check
What should you automate immediately upon a new sale?
Sending login credentials and a "Welcome" email.
Asking for a referral.
Upgrading them to a higher plan.
