Onboard new clients in 7 days — without your team spending 7 hours per client doing it.

Automates the first 14 days of client onboarding — intake, contracts, payments, kickoff scheduling, first-week milestones, account setup — without losing the personal touch. Onboarding is where most agency/services revenue leaks: deals close, then sit unstarted for 11–21 days while someone collects info, sends contracts, books kickoffs, and ghosts on small follow-ups. The trained agent runs the whole…

The problem, precisely

For agencies, service businesses, and any services-first SaaS, the closed-won deal is the start of the work, not the finish. Industry benchmarks say onboarding takes 11–21 days for the median professional-services engagement, costs 4–8 hours of senior staff time per client, and leaks 6–14% of closed deals because the client cools off during the gap between 'yes I'll sign' and 'we're actually starting.' The 16 microtasks of onboarding — sending the SOW, collecting the kickoff intake form, taking the deposit, scheduling the kickoff call, sending login credentials, requesting brand assets, sharing the shared Slack/Drive folder, sending the welcome packet, scheduling the week-1 check-in, sending the contract addendum if there are scope adjustments, etc. — are individually trivial but collectively a 7-hour-per-client time sink. Everyone knows this. Most agencies try to fix it with a CRM workflow (Hubspot Sequences, Asana templates, Process.st checklists).

How we build it

The agent is built as a multi-channel orchestration loop on top of your existing tools — we don't replace HubSpot, Asana, or DocuSign, we glue them together with intelligence. The trigger is a closed-won event in your CRM (HubSpot/Salesforce/Pipedrive/Close). The agent kicks off a per-client onboarding instance with the 16-step canonical sequence, customized per service tier. Each step has: a do-now action (send the contract via DocuSign, take payment via Stripe, share the Drive folder, etc.), a chase-cadence (T+0, T+24h SMS, T+48h email, T+72h voice call), and an escalation path (loop in account manager via Slack DM after final cadence touch fails).

What you get

• 16-step onboarding sequence customized for your service tiers (typically: SOW → intake → deposit → kickoff → week-1 milestones)
• DocuSign + Stripe + Calendly/Cal.com + HubSpot/Salesforce wiring out of the box
• Multi-channel chase: SMS, email, voice — escalates only when needed
• Tone-trained communications that read like your senior PM, not a bot
• Slack handoff at day 7 with clean status to account team
• Onboarding NPS ping + per-step drop-off analytics
• Conditional logic per service tier (e.g. Enterprise tier triggers IT-security questionnaire, SMB tier skips it)
• Audit log of every touch for legal/compliance defensibility

Marketing agency case: median time-to-active dropped from 19 to 6 days. Senior PM time per client dropped from 6.4 to 1.1 hours. Onboarding leak rate cut from 11% to 2.5%.

• Median onboarding leak rate (closed deals that go cold before activation): 6–14%
• Senior staff time per onboarding: 4–8 hours
• Cost of senior staff time: $75–$150/hour
• Net savings = (clients/mo × hours_saved × $rate) + (clients/mo × prevented_leak_rate × avg_deal_value)

A worked example

A 30-client/month marketing agency saved $11,400/month in senior PM time and recovered $43,000/month in formerly-leaked deals. Total monthly impact: $54,400. System cost: $599/mo.

Cost and timeline

Starts at $5,500 build. Ongoing: $599/mo + per-onboarded-client pass-through (~$3/client in API + comms costs). Ships in 21 days. Delivered as Client Onboarding Automation, available across Global.

Does this require us to change our CRM or project management tool?

No. We integrate with whatever you have — HubSpot, Salesforce, Pipedrive, Close, GoHighLevel, Monday, Asana, ClickUp, Notion. The agent reads triggers and writes status; it doesn't replace your system of record.

What about clients who want a high-touch human kickoff call?

Kickoff calls are always scheduled with a human. The agent handles the scheduling, the prep packet, and the post-call follow-up — the call itself is yours. The point is to remove the 14 administrative micro-tasks around the kickoff, not the kickoff itself.

How does it handle clients who go dark mid-onboarding?

After the final cadence touch (typically 72-hour voice call) the agent flags the client as 'stalled' and routes to the account manager with full context (which step they stalled at, what's been sent, what's missing). It also fires a final empathetic 'no pressure, are you still in?' touch — about 25% of stalled clients re-engage on this touch alone.