Client onboarding
Client signs. The welcome email, folder, invoice and kickoff call go out on their own.
A client says yes, then waits three days while someone sends the contract, sets up the folder, raises the invoice and finds a time to talk. The first week of the relationship is them chasing you.
What we build in the hour
We hook up the moment a deal closes (a signed contract, a paid invoice, a stage change in the CRM) to everything that should happen next. The client gets a welcome email written for their project, a shared folder with your templates, the first invoice and a link to book the kickoff. Your team gets a task with a one-paragraph brief that AI writes from the sales notes.
What changes after
Onboarding takes minutes instead of days and happens the same way every time. Nobody has to remember the checklist, and the client's first impression is that you're organized.
Questions
Every client is different.
The AI writes the welcome and the brief from that client's sales notes, so it reads personal. The steps stay the same; the words change.
Can it collect what I need from the client?
Yes. A short intake form goes out with the welcome, and the answers land in the client's folder and your CRM.
Other things we can build in an hour
- Lead follow-upEvery new lead gets a reply in two minutes, in your voice, even at 2am.
- Customer supportCommon questions answered in minutes from your own docs. The hard ones come to you.
- Admin workForms, emails and PDFs typed into the right place on their own. The copy-paste stops.
- SOPsRecord yourself doing it once. Get the step-by-step your team follows.
- The Monday reportSales, cash and pipeline in one plain-English email before you sit down.
Watch it get built
The task you're thinking of right now. That one.
Twenty minutes, free. By the end of the call you'll know if an hour fixes it.
No pitch. No deck. If it's not a fit, I'll say so.