For the third Automation with Zapier Meetup, organizer Jimmy Rose will be speaking on the topic, "How to Put Your Client Onboarding Process on Autopilot".

Jimmy will be sharing several ideas for automating client onboarding tasks. Specifically, during this Meetup, he'll be covering how to create processes around:

- The initial client call
- Brief/scope of work
- Proposal/contract
- Getting a deposit
- Client setup in your systems
- Handling invoicing and project management
- Collecting important information
- Kicking off the first project
- Communicating progress

About our speaker: Jimmy (James) Rose

Jimmy Rose helps people automate stuff with Zapier. He's the co-founder of Content Snare, which helps collect content & documents from clients. He also runs the Zapier Mastery Course, where students learn how to automate their businesses to create more free time.