Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Ever feel like you’re drowning in paperwork during onboarding? ‍Me too! Juggling forms, schedules, and system updates can leave you feeling burnt out before the new hire even starts. But don’t worry! There’s a secret weapon in your arsenal: automation.

Did you know you can use simple automation to breathe new life into your onboarding process? It’s not about replacing human interaction; it’s about freeing up your time and energy for the things that matter most – welcoming and connecting with your new hires!

The Power of Simple Automation

Let’s dive into a real-life example! Imagine you move a new hire from “new lead” to “hired” in your recruitment database. Traditionally, this might involve manually adding them to another list or system. But with automation, bam! They’re automatically added to the team master list like magic. This means less manual work for you and a smoother transition for your new team member.

Here’s the beauty of this approach: it’s not just about the big, fancy automations. Simple steps can make a big difference. Think of it like streamlining your onboarding process: small tweaks can significantly improve the experience for everyone involved.

Here are some other ways to utilize automation for your onboarding process:

  • Automated welcome emails. Send personalized messages with important information and a warm welcome.
  • Pre-populated forms. Simplify data entry by automatically filling in information from previous stages.
  • Automated reminders. Ensure deadlines are met and tasks are completed on time.
  • Automated access provisioning. Grant new hires access to the tools they need, right away.

Embrace Automation, Embrace Ease

By embracing automation, you can free yourself from tedious tasks, reduce errors, and create a more efficient and welcoming onboarding experience for your new hires. Remember, it’s about working smarter, not harder!

So, what are you waiting for? Start exploring the power of automation and transform your onboarding process from chaotic to efficient!

Streamlining Your Team’s Onboarding with a Touch of Automation


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