I’d love to know if you have any best practices or resources you recommend for onboarding new clients.

I

Extra details of question

I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to start using Asana with this too. Where to start???ย 

Answer

I’ve got resources for you (tactics then content):
First, three articles on tactics (with their style noted):
Secondly, what to write? Three websites with examples to get inspiration:
As for the Asana integration, is this to be used so you can email-in to create a task? If so, check out https://asana.com/guide/help/email/email-to-asana . Let me know if you want to use it in a different way.

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Rich Peterson

Founder of Generous Work. Heads up the service design, software advice and process automation side of the business. Get in contact.

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