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Onboarding that runs itself.
The gap between "yes" and "kickoff" is where clients cool off. Close it.
The proposal gets signed and the scramble begins. Welcome email, contract, deposit invoice, intake form, kickoff booking, project setup, all by hand, and some of it always slips through. Every hour of that delay is a chance for second thoughts, and a slower start makes you look less sharp than you are.
Here is what we automate for you.
- A signed proposal triggers the entire onboarding automatically
- Welcome sequence, contract, and e-signature handled without you touching it
- Deposit invoice sent and tracked, so you start with cash in the door
- Intake form collected and organized against the client record
- Kickoff call booked from a link, with reminders that stop no-shows
- The project and folders are set up before your first call
Professional-services clients typically go from a day of onboarding admin per new client to near zero, and clients feel looked after from minute one.
See it on your business.
Book a free audit and we will map exactly which of these we would build for you first, and what it is worth.