Automation library

Onboarding a new client in one click

Contract signed triggers the folder structure, the project board, the kickoff email, the access requests and the first invoice.


5-9h Typical hours saved each month
Agencies, professional services Where it fits
4-8 wks Typical build time

Hours are typical ranges from scoping calls, not a client result. Yours are measured before anything is built.


The problem

A signed contract kicks off a dozen small tasks across five systems. They are all trivial, they are all easy to forget, and forgetting one is what a new client notices first.


What we actually build

01

Signature triggers the folder structure and the project board

02

Kickoff email and access requests go out automatically

03

The first invoice raises itself

04

A checklist the account lead can see is complete


How it is measured

Elapsed time from signature to kickoff call, and onboarding steps missed.


When this is the wrong answer

Below roughly one new client a month, a good checklist is honestly enough.


Free tool

What is the manual work actually costing you?

Tick the tasks someone on your team does by hand. We will show you the hours and what they cost over a year.

Tasks done by hand

If we automated these

Hours returned per month
0 h
Cost of that work per year
₹0
Typical payback on the build

Assumes 4.33 weeks per month and a typical build cost, both editable in the admin panel. If the payback is longer than two quarters we will usually tell you not to bother.



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