Client Onboarding Sample Emails Template

Client Onboarding Sample Emails using Zapier and Gmail.png
Client Onboarding Sample Emails using Zapier and Gmail.png

Client Onboarding Sample Emails Template

20.00

This is a downloadable word template designed for bookkeeping and tax firms to use in automating the client onbaording communication process using Zapier, Google Form and Gmail.

  • QuickBooks Find a ProAdvisor Email Response using Zapier

  • Google Form and Asana integration using Zapier

  • Google Form Submission Email Confirmation using Zapier

  • Client Project Kickoff Email Template

The emails in this master template are what we use here at Goshen Bookkeeping & Consulting.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.

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