I need someone who can create an onboarding process for my new clients.
The tools I use are: [login to view URL] and [login to view URL]
There is a lot of info collection from clients
- setting up CNAME or TXT records for Shaprspring or GSuite
- setting up basic details (or more advanced ideally) in SharpSpring
- cleaning lists of data to ensure highest deliverability
- using Vendasta to deploy "reviews" campaigns where you click a button to send email or text requests for my clients to their clients for reviews
- social media assistance for some clients
- activating products with correct information
- managing task lists
- appointment setting for me over the phone or via email
- Other technical details to connect everything together- Zapier potentially.
- Landing page builder "Landingi"
- BONUS is you have adwords/bing/facebook conversion tracking set up experience
- BONUS if you already know how to use SharpSpring or Vendasta. If not, paid training will be provided.
- BONUS if you have HTML experience or can learn to build landing pages fast without HTML using "blocks builder".
- BONUS if you have Wordpress experience