Welcome emails, onboarding docs, project setup, first invoice — all triggered the moment ink hits paper. Your clients think you have a 10-person ops team. You don't. You have us.
New client signs up. Nobody sends the welcome packet. Three days later the client follows up asking "what now?" and you scramble to look professional. Not a great first impression.
You meant to send it on the 1st. It's now the 15th. The client's accounts payable team has moved on. You're chasing payment for work you did two months ago. Cash flow suffers. Repeat.
You wrote a beautiful onboarding checklist once. It lives in a Google Doc with 0 views. In practice, onboarding is a series of Slack messages, forgotten logins, and "oh, we should've sent that earlier."
Contract signed? Instant welcome email, access credentials, onboarding docs, and a "what to expect" timeline. Sent in seconds, not days.
New project in your PM tool, dedicated Slack channel, folder structure in Drive, tasks assigned — all created automatically from the deal data.
Invoices generated and sent on schedule. Payment reminders on Day 7, 14, 30. Receipts auto-filed. Your accountant will think you hired someone.
Automated NPS surveys, milestone check-ins, and renewal reminders. Clients feel cared for. You don't lift a finger.
Every interaction, payment, and milestone logged automatically. Full client history in one place. No manual data entry, ever.
Monthly or weekly progress reports auto-generated from project data. Sent to clients on schedule. They see results, you didn't write a thing.
Take the qualification quiz. If we're a fit, we'll map your entire client journey and automate the boring parts.
See if you qualify →