Onboarding Clients in Notion with Button Automations

From discovery call to signed contract, I'll show you how I automate every step of my onboarding process using Notion button automations and Zapier in my Notion workspace.

In this video, I walk you through my customized Notion workflow that streamlines client onboarding through Notion button automations and two simple Zapier integrations.

You'll see how I use Notion's button automations and its new layout features to manage everything—from booking discovery calls to triggering automated tasks and templates. I'll demonstrate how I organize lead information, proposals, invoices, and project management all in one place.

Learn my process for preparing for discovery calls and creating an onboarding system that's not only automated but makes clients feel confident and supported from day one.

If you're ready to transform Notion into your ultimate business tool, watch this video!

Get on The Notion Clinic Waitlist: https://www.meighanotoole.com/notion-...

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