How Automations in ClickUp Help Audrey Penninckx Streamline Her Client Onboarding Process

“What keeps me unstressed, organized, and free?”

“Systems.”

Audrey Penninckx, an inbound marketing consultant and COO of Surfkin Media, needed a system to help her eliminate tasks that she kept putting off because of how time-consuming they are to do.

Can you relate? 😅

She knew that there had to be a better way to reduce repetitive, manual work in the workflow process and run an online business without going crazy.

That’s when she discovered workflow automation, and it forever changed her life. Now she works tirelessly to help her clients get excited about automation and set them up for long-term success.

Read on to learn how Audrey uses ClickUp automation to streamline her workflow and guide other female coaches on how to create a seamless workflow that works for their business

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Let’s get started!

Tell us more about Surfkin Media!

I support female entrepreneurs by automating their back-end processes to focus more on what truly matters in their business.

I help them eliminate manual and time-consuming tasks that need to get done to close the sale and scale their business by hiring the right team member, not people who will do that manual tasks that can be automated.

What is your favorite ClickUp feature?

If I had to choose, I would say that my favorite ClickUp feature is automation!

A few months ago, I developed a client onboarding automation system for my business, and it’s probably one of my favorite systems because of how easy and helpful it is! My clients love it, too!

Automating my onboarding client process has been a game-changer to start taking more clients, enjoying the process more than repeating manual and nonsense tasks.

Think of automation like a car’s cruise control feature. When you set your workflow automation, you won’t need to exert extra energy. You’d be cruising through mundane and repetitive tasks without thinking about it.

Do you integrate any tools with ClickUp?

I’m willing to automate pretty much everything!

I use integrations when auto-populating a client’s folder into ClickUp when a client signs a contract on Dubsado.

I would create a project mapped into Dubsado, connect Dubsado and ClickUp in Zapier, then create a filter with the project mapped field. And that’s it. All the new client folders are automatically created in ClickUp.

Check out these Dubsado alternatives and competitors!

How do you use ClickUp to push your projects forward?

I share my project with clients to keep track of everything during our time working together.

Visibility, transparency, and a sense of urgency are key to building rapport with clients. Including clients in the process helps build trust and move things forward faster; ClickUp’s task sharing makes this effortlessly possible.

How many hours a week do you save using ClickUp, and what do you do with that time back?

I save about 7 hours a week using ClickUp, and I use this extra time doing more money-making tasks like showing up on social media, content creation, client’s work. 👩🏻‍💻✨

How has ClickUp improved your work and life?

Everything is organized, in one place. I can’t live without it.

Not only does it help improve the quality of work and increase productivity, but it also helps reduce stress levels because everything is exactly where it needs to be.

What advice do you have for others looking to streamline their productivity?

I would say that a project management tool is KEY to get productive and get more freedom back.

Project management tools like ClickUp help keep track of everything in real-time and reduce the amount of manual work through automation. Automating eliminates pain points, saves time, and, best of all, opens up time to work on the more exciting parts of the business! 🚀

Looking to follow along on Audrey’s journey? Connect with her on Instagram and sign up for ClickUp today to discover how you can automate your workflow and free up more time to do more of what you love! 💃