All solutions
Client onboarding
A signed deal becomes a ready workspace, kickoff invite and welcome pack.
Operations team, about 24 hours back a month
- Fixed price
- $647
- Live in
- 8 working days
- Hours back a month
- ~24
- Runs on
- n8n, HubSpot, Notion, Slack
The problem
Each new client means the same twenty setup steps, done from memory, with something forgotten every time.
How one run moves
1.A deal is marked won in the CRM
2.Folders, channels and project boards are created
3.The welcome pack and intake form are sent
4.Kickoff is booked and the team is notified
Client onboarding
$647
One payment. Nothing billed hourly.
- Onboarding checklist as a template
- Built and tested in your own accounts
- Written runbook and a recorded walkthrough
- Error alerts routed to your team
- 30 days of fixes after go-live
4 hrs
from signature to ready workspace
0
missed setup steps in two quarters
$18k
first-month revenue pulled forward