My 15-minute Client Onboarding Process Using Notion & Paperform

 
 

In this video, I'm giving you a deep-dive look into my client proposal process and the system I have set up to collect responses, share project details, and kickoff onboarding using Notion, Paperform, and Paperform's Stripe integration.

If you want a more in-depth tutorial on how to set up this Paperform response form, check out this exclusive workshop I did on their channel, Simplify Your Proposal Process.

Get 10% off Paperform | https://bit.ly/41f7ORt

Grab my Notion proposal template | https://bit.ly/3zIthqp


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Written By

SARA LORETTA

I’m a certified Notion Consultant and Digital Operations Specialist. When not building for others, you can find me on Twitter, Youtube, or your inbox sharing uncanny business tips to help you become a badass CEO.

SYSTMS™

From the streets of Cleveland, to around the world, 99 & Saint Claire helps tell your story through beautiful design and branding strategy.

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