Client onboarding, without the chase
Today A signed engagement triggers five emails and a manually assembled project folder.
- Start with
- An approved intake form and your onboarding checklist.
- We can automate
- Check required fields, prepare a folder structure, draft a welcome email, and list missing documents.
- You get
- An onboarding pack with a ready / missing checklist.
Your review pointYour team approves the welcome message and project start.
See a fictional example
Sample engagement A has its brief and scope. The start date is missing, so the workflow flags it instead of inventing one.
