Onboarding that runs itself.
When a client says yes, the contract, invoice, intake form, welcome email and kickoff booking go out on their own, and your team gets a task list.
From $2,500
Works with
- Dubsado
- HoneyBook
- PandaDoc
- Stripe
- Typeform
- GoHighLevel
What we do.
Good fit if: new clients wait days for the next step after they pay.
- Map your onboarding steps today
- Set up contract and payment links
- Build intake forms that fill your CRM
- Write the welcome email and SMS sequence
- Book the kickoff call automatically
- Create the internal task list for your team
Where it starts.
Client onboarding automation
The core steps. Bigger scope is quoted on the call, as a fixed price before we start.
- Contract and payment
- Intake form
- Welcome email
- Kickoff booking
Fair questions
Which tools?
Dubsado, HoneyBook, GoHighLevel, HubSpot, PandaDoc, DocuSign, Stripe and Typeform.
Can it handle different packages?
Yes. Each package can trigger its own forms and tasks.
How long is setup?
Two to four weeks.
Where most owners start.
Fractional Marketing Ops Lead
A senior marketing ops lead who owns your plan, tools and freelancers.
From $5,000/moEmail and newsletters
Campaigns and lifecycle flows written in your voice and sent on schedule.
From $2,500/moLaunch management
Webinar, course and product launches run from plan to replay.
From $6,000 per launch
See what we'd fix first.
Send your website. Within two business days Jerome or Effie sends you a 60-second screen recording of the three leaks we'd fix first. Free, and you won't be added to any list.
We take on 2 new clients a month.
Your free teardown
A 60-second video of your site, recorded by a founder.