Client Onboarding
Give every new client the same smooth start: welcome, paperwork, and first steps, without retyping details.
Who it's for: Agencies, consultants, and service firms that onboard new clients by hand and want it consistent.
What it's designed to do
This package is still in development. Details below are confirmed before it goes on sale.
When a client signs, the package sends the welcome, collects what you need, and sets up their records and first tasks.
You stay in charge of the kickoff, the relationship, and anything unusual.
What's included
Confirmed before launch.
What you'll need
- Supported tools
- Confirmed before launch
- Accounts you need
- Confirmed before launch
- Technical skill
- Confirmed before launch
Third-party costs
Not included in the package price. You pay these providers directly, under your own accounts.
Provider list and plans: confirmed before launch.
What stays with you
- Contract terms and pricing
- The kickoff conversation and any exceptions
Not included
- Hosting or running the automation for you
- Legal review of your contracts
- The purchase includes the package files and their stated support. It does not include hosted execution, ongoing operation, unlimited customization, or third-party subscriptions, which you pay your providers for directly.
- Changes beyond the documented setup, and integrations with other tools, are custom work.
Support, updates, license, and refunds
Support, update, license, and refund terms are published here before any package goes on sale.