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Client onboarding systems for agencies
I design and build everything that happens between "yes" and ready for delivery, inside the platform you already use.
Intake, contracts and payment
One intake form, one contract and one payment step, triggered the moment a client says yes. No more rebuilding them by hand for every client.
Welcome and access collection
A clear welcome sequence that collects assets, logins and approvals, with reminders so you are not the one chasing.
Internal handover
Project, tasks and client brief created automatically in ClickUp or Asana, so your team starts with everything they need.
Status tracking
A simple view of who is onboarded, who is waiting and who is stuck, built in your CRM or Airtable.
Quiet-client follow-up
Automatic nudges when a client goes silent, and an alert to you when the nudges do not work.
Documentation
Every step written down in plain language so your team can run it and you own it.
Built in GoHighLevel, HubSpot, Dubsado, Airtable, Asana, ClickUp, Zapier or Make, depending on what you already use.
Packages
Three ways to start
Each package includes everything in the one before it. Most agencies start with the audit.
Onboarding Audit & Blueprint
$150
Best for: agencies that know onboarding is messy but not where it breaks.
- Review of how clients are onboarded today
- The gaps and delays, ranked by cost
- A written blueprint of the system to build
- No build included, the blueprint is yours to keep
Client Onboarding System
$650
Best for: agencies ready to stop onboarding by hand.
- Everything in the Audit & Blueprint
- Intake, contract, payment and welcome automated
- Internal handover to your project tool
- Testing against real edge cases
Advanced Onboarding Infrastructure
$1,500
Best for: growing teams with several services or tools.
- Everything in the Client Onboarding System
- Asset and access collection
- Status tracking and quiet-client follow-up
- Full documentation for your team
Terms at a glance
- One-time project prices.
- Scope is agreed in writing before work starts.
- Third-party software fees are separate and paid by you.
- You own the system and the documentation.
Not sure which package fits?
Tell me how you onboard clients today and I will recommend one, or tell you if you do not need it yet.
Tell me how you onboard today