Client onboarding automation · $299 pilot
Client onboarding automation for small service teams
Turn a signed client into a clean, consistent kickoff without copying details across email, folders, tasks, and spreadsheets.
Example scope
One trigger. Five dependable actions.
TRIGGER
A contract is signed, an invoice is paid, or a client is marked won.
- 01Create the client record and project
- 02Create the right folder and starter documents
- 03Assign tasks from a service-specific template
- 04Send an approved welcome message
- 05Notify the owner and log exceptions
Good pilot fit
Narrow enough to ship. Useful enough to matter.
Common fit: Gmail or Outlook + your CRM, project tool, drive, or spreadsheet.
- Agencies and studios
- Bookkeepers and accountants
- Consultancies
- Managed service providers
72-hour sprint
Stop rebuilding the same process.
One workflow, up to two connected apps, testing, error handling, documentation, and walkthrough.
$299fixed pilot · 50% after written scope approval
Get a private request link