48-hour client onboarding

1. The contract is signed

   E-signature or payment triggers the sequence.

2. Welcome and kickoff booking

   A welcome message with a link to book kickoff.

3. Information requests

   Forms and document requests with reminders.

4. Setup happens on its own

   Folders, projects and accounts created from templates.

5. Live status board

   You see every client’s progress at a glance.

Built with

E-signature, forms, your project tool and file storage.

Typical time to launch

Two to three weeks

This is the typical scope. Exact steps and timing for your business come out of the free audit.

• Client onboarding automation

  Signed contract to fully onboarded client in 48 hours, every time.

• Workflow automation

  Your tools connected and automated end to end, with Super Intelligence (SI) steps that read, sort and draft.

• Instant text-back
• Five-minute lead response
• Full-calendar reminders
• Review request engine
• Paid on autopilot
• Customer comeback campaigns
• Smart shared inbox