Marketing servicesA paid-media agency with 60 retainer clients

New clients set up in one afternoon instead of a week

4 hrs

from signature to ready workspace

missed setup steps in two quarters

$18k

first-month revenue pulled forward

Before

Every signed client meant folders, channels, ad-account requests and a kickoff, done by whoever remembered. Steps were missed on one in three.

Client onboarding fires when a deal is won: workspaces, access requests, welcome pack and kickoff booking, with a checklist that closes itself.

Live 2 weeks after kickoff.