Client onboarding hack + CortexIQ is live in Slack!
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Digest #53 → Subscribe 5 minute read - listen instead? Click Here Hey Amazon Pros 👋Big week for automation. We're testing CortexIQ's Slack integration (it's working), and we're about to show you how to eliminate 15-20 hours of manual work every time you onboard a new client. Plus Amazon finally made their listing management page actually useful. Let's dive in. TLDR; inside today's newsletter: 🤖 CortexIQ Slack integration is functioning - agencies can soon ask questions about client accounts without leaving Slack ⚡ Stop burning 15-20 hours per client onboarding - automate the entire process in under 3 hours 📦 Amazon redesigned Manage All Inventory to make listing management actually efficient 🤖 CortexIQ Update: Slack Is LiveWe've started initial testing of CortexIQ's Slack integration. It's working. Next step: giving it access to more client data sources. Why this matters for agencies: Your team already lives in Slack. Soon you'll ask CortexIQ questions about client accounts without switching tabs. "What's the ACOS on [Client Name]'s campaigns this week?" "Pull the top 5 performing ASINs for [Brand]" "Show me inventory levels for [SKU]" For brands: We're also building web app and Telegram access for sellers who prefer those platforms. More updates coming as we expand CortexIQ's data connections. ⚡ Stop Wasting 20 Hours Per Client OnboardingIf you're manually creating tasks, sending welcome emails, and building folder structures for every new client, you're hemorrhaging time. Here's how to automate the entire process in one afternoon. The SetupMost agencies already have:
The trick is making them talk to each other automatically. Real Example: Amazon Agency OnboardingTrigger: Client payment hits Stripe What happens automatically: ✅ CRM moves them to "Active Client" ✅ Project workspace created with standard tasks:
✅ Google Drive builds client folder structure ✅ Welcome email sequence launches with access instructions ✅ Calendar link sent for kickoff meeting ✅ Team notified in Slack to begin prep How to Build ItStep 1: Use an automation platform We use Pabbly - it's cheaper than alternatives and doesn't charge for internal steps like filters and routers. Step 2: Map your current onboarding checklist Write down every single thing that happens when you onboard a client. Step 3: Create one "master workflow" Connect the trigger (payment received) to every action that needs to happen. Step 4: Test with a dummy client Run through it once to catch any issues before going live. The ResultEvery client gets the same professional experience. Your team knows exactly what happens next. You spend time on strategy, not admin work. Pro tip: Start with just 3-4 automations. Once those are running smoothly, add more. Don't try to automate everything on day one. 🛠️ Not Technical? We'll Build It For YouReading this thinking "I don't have time to figure this out"? That's exactly why Seller Synapse exists. We build complete operational systems for Amazon agencies and brands. What we do: Build onboarding automation (like above, but way more sophisticated) Automate reporting, client communication, and repetitive tasks Create custom dashboards and tools for your specific needs Integrate your entire tech stack so everything actually works together Real outcomes: 50% reduction in operational costs 20+ hours saved per week Scale revenue without scaling headcount proportionally Increase business valuation through streamlined systems We're operators with 20+ years of e-commerce and technology experience who solved these problems for ourselves first. We don't sell theory - we architect frameworks that actually work. Book a free discovery call to see what's possible for your business. 📦 Amazon Seller Central UpdatesManage All Inventory Gets a Redesign Amazon finally redesigned the Manage All Inventory page. It's actually useful now. New layout breaks everything into three sections: Complete Drafts Activate Listings Identify zero inventory issues, pricing problems, and search visibility gaps instantly. Optimize Listings Add missing attributes across multiple products at once. The impact: If you're managing 100+ SKUs, this update cuts listing maintenance time significantly. Check it out in Seller Central under Manage All Inventory. 🛠️ ResourcesFree Amazon Tools from SellerSynapse:
That's it for this week! Have questions or feedback? Hit reply - we read every response. Forward this to a brand owner who needs to stay ahead of the curve. © 2025 SynapseBytes by Seller Synapse |