New client onboarding

Mark the deal as won. The project plan with dates and owners, the client folder and the access checklist are set up from your own procedure, and the welcome email, a research brief from the client's website, the kickoff agenda and a draft qualified-lead definition are written for you to approve.

The first week sets the tone, and it is mostly admin.

Folders, a project, an access list, a welcome email, chasing logins, and homework for the kickoff. Skipped steps turn into misaligned expectations, a common reason clients leave.

Your onboarding procedure, run the same way every time.

Dates, owners and the access list come straight from your template, so nothing is improvised. It writes the client-facing pieces and the kickoff homework, never asks for passwords, and sends one reminder only if access is still missing.

This page replays a real run recorded on live data. On a free automation plan call, it runs on your own work.

More demos

  • Stop losing enquiries: a new enquiry gets a personal reply in under a minute, and the owner gets a heads-up on how promising it looks.
  • Fresh contact lists: pick a niche and a city and get real businesses, the contact details they publish and an opening line written for each.
  • Companies hiring right now: this week's job posts for the role you choose, the person to contact at each company and a short note ready to send.
  • Monthly client report, written for you: a client's Google Ads, Meta Ads and Google Analytics numbers become a plain-language monthly report, with every figure traced to the data and private notes for the account lead.
  • Morning ad watchdog: every client ad account is checked before 8am, and one message says which need you today, the likely cause and the next step.
  • Ticket helper for IT teams: a small MSP's morning queue gets priorities, deadlines, similar past fixes and draft replies, and 38 overnight alerts become a short briefing linked to the tickets they explain.
  • Ask our docs: staff questions answered only from the company's own procedures, with every quote checked, an honest answer when it is not written down, and help articles drafted from solved tickets.
  • Inbox triage, in your voice: a founder's Monday inbox is sorted into what needs them today, what the team can handle, new business and noise, with replies drafted in their own tone and phishing set aside.
  • Account health radar: every client account scored for churn risk by clear rules, the ones to call this week explained, growth openings spotted, and the check-in email and review agenda drafted.
  • New client onboarding: a won deal becomes a dated project plan, an access checklist, a welcome email, a research brief from the client's website, a kickoff agenda and one polite reminder.
  • After the call: one sales call becomes a follow-up email, tasks with owners, a CRM update, the points still to settle and a proposal, all waiting for your approval.