Client Onboarding Automation
Account setup, kickoff routing, and intake run without a hand on the keyboard. New client in, welcome out, tasks assigned.
Five flows that leak cash when run by hand. We wire them to your CRM and books, then hand you the keys.
Account setup, kickoff routing, and intake run without a hand on the keyboard. New client in, welcome out, tasks assigned.
New deals enter, enrich, and flag when they sit too long. Nothing sits untouched.
Proposals, contracts, and memos draft from structured data. You approve before anything sends.
Dashboards and client reports pull from CRM, ad platforms, and books. No copy-paste at month end.
We catch scope creep and invoice errors before they leak. You see what to bill and why.
Repo, workflow configs, field map, keys, 2-page runbook. Running cost mapped in the Blueprint. No seat trap.
No. Drafts build automatically. You approve before anything sends.
Your CRM, ad platforms, and books. We map fields in the audit, then wire once.
The Blueprint ranks which flow pays back fastest.
$297 · €247. Ranked actions and wiring order. Fewer than three ranked actions, you do not pay.
Get the ROI Blueprint