From signed deal to kicked-off project without the manual busywork: registration, folders, contracts, calendar invites and team notifications happen automatically.
The deal is signed — and then your new client waits. Someone has to create folders, prepare the contract, send the welcome email, book the kickoff, create the project and tell the team. Done by hand, across inboxes and chat threads, onboarding takes days and small things get missed exactly when first impressions matter most.
Automated Client Onboarding turns that checklist into a single triggered pipeline. The moment a client signs, pays or submits your intake form, the system registers them, builds their Drive folder structure, generates the contract from your template, sends the welcome email, creates the project, schedules the kickoff call and notifies your team — with a tracking view so nothing ever falls between the cracks.
Fixed price, confirmed in a written proposal after a free consultation. Best for: SaaS companies, consulting firms, marketing agencies and software development agencies.
Best for: SaaS companies, consulting firms, marketing agencies and software development agencies.
Five stages take you from manual process to running system, inside our standard six-step engagement process — discovery, fixed proposal, build, testing, documented handover and optional maintenance.
We document your current journey from signed deal to kickoff, step by step, including every document and message.
Folder structures, the contract template, welcome emails and task lists are prepared and approved by you.
The pipeline is wired to your trigger of choice: a submitted form, a CRM stage change or a payment confirmation.
Project creation, calendar invites and Slack or email notifications are connected for every stakeholder.
A simple tracking view shows every client’s stage, and stalled steps alert a human automatically.
Your choice: an intake form submission, a signed contract, a payment, or a CRM stage change. Most clients use the form or CRM trigger.
Google Drive and Workspace are built in; project tools and CRMs connect through their APIs or webhooks. We scope the exact stack in your proposal.
Optionally, yes — milestone emails can be sent automatically (welcome, documents ready, kickoff booked), so clients always know what happens next.
Failures alert your team with the client and step identified, and the pipeline can be re-run for that client without duplicating completed steps.
Financial document processing that extracts invoice data from PDFs, validates it, catches duplicates before they cost you money, and syncs with your accounting software.
An intelligent inbox layer that classifies every incoming email, drafts replies in your voice, flags what is urgent, and sends you a clean daily summary.
An assistant for your hiring pipeline: it collects applications, parses CVs, extracts candidate data, writes AI summaries and matches candidates against your requirements.
Book a free 30-minute consultation. We will audit your workflow and tell you honestly what automation can (and cannot) do for it — no obligation.
Book a free consultation