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AI Operations
Client onboarding autopilot
One trigger runs the welcome, contract, invoice, forms, and kickoff scheduling.
Typical price: $900–$2,200Timeline: 1–3 weeks
Before
Every new client means a manual checklist: welcome email, contract, invoice, intake form, scheduling. Things slip.
After
You mark a deal 'won.' The system runs the whole sequence and tells you when the client is ready for kickoff.
What gets installed
- ✓End-to-end onboarding sequence on your tools
- ✓Contract and invoice automation
- ✓Intake form with follow-up nudges
- ✓Status dashboard for every client in flight
What you provide
- ·Your current onboarding checklist
- ·Contract and invoice templates
- ·Tool access
Typical tools
- Custom code
- Supabase
- Your existing tools
Built on your existing stack where possible — you own everything.
Want this running in your business?
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