Contract out, intake form back, folder created, welcome pack sent — the whole first week of a new client handled before anyone opens their laptop.
Automations / Client Onboarding
The first week sets what a client thinks of you, and it is the week most businesses handle worst — because everyone is still celebrating the win. The contract goes out on Thursday instead of Monday, the intake form has to be chased twice, and nobody creates the folder until there is already something to put in it. We build the sequence once and let the signature trigger it: paperwork out, details in, workspace created, welcome pack sent, kick-off booked. Every client gets the version of you that you would give them on your best day.
Get startedClients form their view of how you operate in the days immediately after they say yes — and that is the week most businesses handle worst, because everyone is still celebrating the win. The contract goes out late, the intake form gets chased twice, and the client spends their first fortnight wondering whether anything is happening.
of the working day goes on communicating — meetings, email and chat — against 43% spent actually creating anything
Microsoft Work Trend Index, 2025 · 31,000 workers
emails, chats and meeting pings the average employee receives in a single working day
Microsoft Work Trend Index, 2025
a week on email alone, for the heaviest quarter of users
Microsoft Work Trend Index, 2025
We write down every step between "yes" and the work actually starting — including the ones that only exist in someone’s head, and the two that always slip.
We wire each step to the event before it, so signature triggers intake, intake triggers the folder, and the welcome pack goes out with the details already filled in.
We run it live on real clients, watch where people still intervene manually, and close those gaps. That is usually where the last of the friction is hiding.
Your proposal or agreement issued for e-signature as soon as the work is agreed, pre-filled with the client’s details from the CRM. No retyping, no version confusion, no waiting until someone has a spare half hour.
The form goes out on signature, the reminders go out on their own, and the answers land in the CRM against the right record rather than in an inbox. You stop starting jobs on half the information.
A Google Drive or SharePoint folder built from your template, named to your convention, shared with the right people and linked from the client record. Created at the start, not when someone finally needs it.
What happens next, who their contact is, what you need from them and when. Sent the same day every time, so the client never spends their first week wondering whether anything is happening.
A booking link in the welcome pack that writes straight into the right calendar with the right duration and the right attendees — and creates the internal prep task alongside it.
Count the steps between a client saying yes and the work starting. Most businesses find eleven, and nine of them do not need a person. We’ll do that count with you.
The paperwork, the chasing and the filing run themselves. The words are yours, and anywhere a personal touch matters we leave a person in the loop with a draft ready to send.
The usual objection is that every client is different. They are less different than they feel — most businesses have three or four real variants, and we build the branches rather than forcing one rigid path or giving up on the idea.
Sequences look finished until real clients use them. We run yours against actual onboardings, find where people are still intervening by hand, and close those gaps before we call it done.
Almost always, because the variation is usually smaller than it feels. We build the sequence with branches rather than one rigid path — service type, contract value or client type picks the right template, the right folder structure and the right welcome pack. The parts that genuinely need judgement stay with a person; what gets automated is the paperwork, the chasing and the setup around them. Most businesses find they have three or four real variants, not thirty.
The chase happens without you, which is the point. The sequence sends a reminder on a schedule you set, escalates to whoever owns the account if it is still outstanding, and flags it on the dashboard rather than letting it sit quietly. Nothing gets marked as ready to start until the information you actually need is in, so jobs stop beginning on guesswork and getting rebuilt later.
It tends to do the opposite, because consistency is what clients read as competence. The automation handles the timing and the filing; the words are yours, and anywhere a personal touch matters we leave a person in the loop with a draft ready to send. What disappears is the version of onboarding where a client waits nine days for a contract because the week got busy — which is what actually felt impersonal.
Book a free discovery call and we’ll map your onboarding end to end, and show you which steps are ready to run without anyone touching them.
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