Transform chaotic client starts into seamless experiences. From payment to project kickoff — fully automated.
Eliminate back-and-forth emails, manual scheduling, and scattered project setup tasks
Professional onboarding makes clients feel valued and sets the tone for quality work
Onboard 10 clients as easily as 1 — your system handles the heavy lifting
From payment to project start — everything happens automatically
Client completes payment through Stripe, PayPal, or accepts service agreement
Personalized welcome email sent automatically with next steps and onboarding form link
Short onboarding form captures essential project information
Calendly link sent automatically for 15-minute project kickoff call
Automated project workspace created in Notion with all client details pre-filled
Automated reminders keep you and the client on track
Connect your favorite tools to power the onboarding system
Payment webhook triggers entire onboarding sequence instantly
Automated scheduling for kickoff calls with calendar sync
Auto-create project workspace with client info and task list
Send welcome emails, form links, and reminders automatically
Create beautiful onboarding forms (Typeform, Google Forms, etc.)
Connect all tools and orchestrate the entire workflow
Set up Stripe webhook or manual trigger for payment events
Design your welcome email with onboarding form link and next steps
Use Typeform or Google Forms to collect business info, goals, and assets
Create a project template with tasks, timeline, and communication log
Build the automation workflow connecting all tools together
Give every client a world-class experience from day one. No manual work required.