Client onboarding automation takes a signed agreement and sets up the account, billing, kickoff meeting, and first tasks on its own. It is for agencies and professional services firms where new clients wait while someone works through a checklist. You start billing in days, and nobody has to remember a thing.
Built for Agencies, professional services, property management, and clinics.
New clients wait days for a welcome and a kickoff.
Setup steps live in one person's head or a checklist.
Billing starts late because the account was not set up.
What happens when we build this.
Every email, form, account, and task that follows a signed deal.
A signed agreement starts everything else.
The account, first invoice, and kickoff meeting are ready on their own.
Your team sees each new client's progress and owns the relationship.
The result, in plain terms.
No rip and replace.
We build inside the software your team already opens every day, across United States.
About client onboarding automation.
Most of the setup: the welcome email, account creation, billing, the kickoff meeting, and the first tasks.
Yes. The routine steps run on their own so your team has more time for the client.
Yes. We build inside the software you already use.
It is a fixed fee, scoped and agreed up front, with no ongoing software subscription to us.
Bring the mess. We will tell you what to automate first.
Bring the process, the spreadsheet, or just the story. We will tell you what to automate first.