Operations
Client and staff onboarding
Contracts, accounts, folders, welcome emails and first tasks, all set off by one signed form.
How it runs
01
Contract signed
02
Accounts and folders created
03
Welcome sequence starts
5 h
per new client, typical
What we build
One trigger, usually a signed contract or an accepted offer, that sets up everything a new client or hire needs: shared folders, project boards, accounts, calendar holds and a welcome email from the right person.
Each step leaves a note, so you can see what has happened and what is still waiting.
What changes
New clients feel looked after from minute one. Nobody forgets the access request or the kick-off invite. Setup that took two days takes twenty minutes.
What we need from you
Your current onboarding checklist, even if it lives in someone’s head, and admin access to the tools on it.
Results
Recent results for teams like yours.
[
31
→
4
h a week
]
office time spent on enquiries
Lantern Street Plumbing
·
Trades
Typeform · HubSpot · Twilio · Slack
Read the case study →
[
5
→
1
days to close
]
time to send month-end packs
Ledger Lane Accounting
·
Accounting
Xero · Google Sheets · Make · Slack
Read the case study →
[
18%
→
12%
]
missed appointments
Slow Hill Physio
·
Clinics
Cliniko · Twilio · OpenAI · Gmail
Read the case study →
Find your first ten hours a week.
Book a 20-minute call. We’ll ask how work moves through your team today and tell you honestly what’s worth automating.
20 min
first call, no slides
1 week
for a written, costed audit
$1,500
fixed, yours to keep