Session 2: Smart CRM Setup & Client Onboarding

Organized data = fast workflows. Learn how to import clients, tag them for service-based automation, and create a seamless onboarding experience—complete with organizers, docs, and welcome messages.

Access the client import sheet here: https://docs.google.com/spreadsheets/d/1vqNomb3j1dzAGUyYAjss_mm51wQ2Bhgx/

Access the Macro here: https://docs.google.com/spreadsheets/d/1gV4byRAhstQ5iIhfMz65Kj4x4E4jwd-z/

Timestamps:
01:39 Spreadsheet formatting review
19:49 Import guide
35:27 Spouse import method
40:33 Correcting information
46:52 Bulk actions and emails
57:44 Secure messages
01:08:41 Folder structures
01:18:28 Organizers