I’m working at automating and standardizing our client on-boarding process.
When we have a new client, we kick of a simple work item that sends the new client a Karbon client task with a Calendly link to schedule an on-boarding phone call.
Once on the call, someone from our staff will go through a form that collects all the necessary information to set the client up in Karbon.
Zapier takes the info from the form and creates the contacts in Karbon. For spouses, we have been creating contact groups, but that hasn’t been working too well because you cannot nest them, nor can you create a contact group via Zapier, so I’m thinking about making spouses an organization.
Nancy & Frank Garfield - Organization - Client Type: Client - Tier 2
Nancy Garfield - Person - Client Type: Client Contact - Signer
Frank Garfield - Person - Client Type: Client Contact - Signer
Has anyone else thought through this and can help me see if this is a good way to handle it or if there’s a different way to handle it?