Your SaaS Deserves Better!
Fix Client Onboarding in 2 Weeks
Even if you are a beginner & don't have any technical knowledge.
You'll get…
2x 1-Hour Strategy Sessions
Early access to OnboardFlow
Process Map of the current and improved client onboarding process
Personalized roadmap and tutorials on how to automate client onboarding
"I hopped on a call with Alex, and we analyzed my processes from start to finish. His custom automation roadmap helped me realize how much time I wasted on manual tasks."
- Isaiah, SaaS Founder
What Is OnboardFlow?
A Suite of Notion and Zapier templates tailored to your SaaS.
Strategy sessions will help us map out the process, discover inefficiencies, eliminate them, and create the improved state.
Customized Notion templates help you track clients from their purchase until they get fully onboarded.
Zapier templates help you automate manual tasks like updating data, sending emails, sending contracts and invoices, and much more.
Can You Relate?
Do you feel you have the expertise, but struggle to build good processes?
Do you ever feel overwhelmed by repetitive tasks, even though you know there's a better way? It’s frustrating to have the knowledge but not the right systems in place to streamline your business. Imagine if you could focus on growth while processes run smoothly in the background.
Do you want to scale your business without working 24/7?
Are you tired of burning out while trying to grow your business? Scaling doesn’t have to mean sacrificing your personal time. With the right systems, you can automate tasks and delegate effectively, allowing you to achieve more while working less.
How Is This Going To Work?
Week 1
The Initial Session
On the first session, we're going over your onboarding process, talking about your business, and about the tools you use.
Week 1
Process Mapping
After the initial session, you'll get the current and improved processes, automation suggestions, Notion template, and tutorials.
Week 2
Your Feedback
On the second strategy session, we're going over everything you got and creating a roadmap for the next 2 weeks.
2-Week Support
During these 2 weeks, you will get the support and guidance you need and I'll answer any questions you might have.
Who Is OnboardFlow For?
Startups who want to scale their business.
SaaS businesses that have between 5 and 20 employees.
SaaS businesses that have between $200k and $500k ARR
Get Bonuses Worth
$700
Tailored Process Maps with worth $200
You'll receive a custom-tailored Client Onboarding process map designed specifically for your business when you book a call. This map, valued at $200, will help you identify inefficiencies and uncover opportunities for automation, saving you time and effort in the long run.
Notion and Zapier templates worth $300
As a bonus for booking a call, you’ll also receive Notion and Zapier templates to automate Client Onboarding within hours. These templates simplify your workflow, automate repetitive tasks, and keep your business running smoothly, giving you more time to focus on growth.
Video Tutorials worth $200
In addition to the other bonuses, you'll get access to video tutorials to develop internal know-how. These resources will guide you step-by-step through implementing your new processes, ensuring you can easily replicate and scale them across your business.
Personalized list of the suggested tools
You'll also receive a personalized list of recommended tools tailored to your business needs. These tools are carefully selected to help you streamline operations, automate tasks, and enhance overall efficiency, ensuring you have the right resources to support your growth.
Get to Know Me!
Alex is a professional who has helped 20+ businesses improve, automate, and scale their business.
He has expertise in process mapping and automation, consulting, marketing, and product management. With years of experience in the industry, he offers guidance and support to businesses that want to scale and achieve their goals.
Whether you want to scale your operations or save more time, learning how to automate manual tasks is what you need to succeed.
Still Not Sure if This is For You?
You do NOT need to invest heavily in consultants and software implementation
The best part? You don’t need to invest heavily in expensive consultants or complex software implementations. With the right guidance and tools, you can achieve process automation and efficiency without breaking the bank, keeping your growth both sustainable and cost-effective.
You CAN implement the processes and start focusing on the strategy
With the right systems, you can shift your focus to strategic initiatives. Instead of getting bogged down by daily operations, you’ll be able to concentrate on scaling and driving your business forward.
You NEED to invest only 2 hours per day
In only 2 weeks, you can create a tailored client onboarding process that will save you an incredible 20 hours each month moving forward. This small time commitment will lead to substantial time savings, allowing you to focus on what truly matters for your business.
You ONLY have to set everything up once
After the initial setup, the systems will run smoothly on their own. This means you can enjoy the benefits of streamlined processes without the need for constant rework, allowing you to dedicate your time and energy to scaling your business instead.
What my clients said about me!
Frequently Asked Questions
I will create the process map of the current and improved onboarding process, so you can see how much time you're wasting on manual tasks. The improved process will contain the automations you can utilize and we're going to organize the second call where we're going to go over everything, including the new process, new and existing tools, the automations, and you will tell me your feedback so I can adjust it before giving it away to you. You will be invited to the Slack community to get the support you need while implementing these automations.
No, this beta program is completely FREE. You will get two 1-hour sessions. On the first one, we will go through your client onboarding process. On the second one, we will go through the improved process and automations, walk you through the improved tech stack, and the tutorials, so you know exactly how to automate your business.
By the end of the two weeks, you should have the systems and automations. The roadmap will be made for your business and will help you progress faster.
No worries! You'll have two weeks of Slack support from me and I'll guide you on how to implement every single automation and apply every template.
You should devote at least two hours a day to implementing and learning everything. That's a one-time investment of hours that's going to save you 20 hours per month.
Simplicity Labs
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