A 12-person agency cut new-client onboarding from 9 days to 36 hours.
Industry: Professional services · Geography: UK · Scale: ~12 staff
Before
Before
Professional services
After
9 → 1.5
days from contract to kickoff
Get a similar outcome.
A 15-minute scoping call, no commitment.
Every new client started with a flurry of emails: kickoff invite, contract, intake form, welcome pack, intro calls. Things slipped, the welcome felt inconsistent, and the operations lead spent a day per client just herding the process.
What staying manual actually costs.
- 01Time spent on the same manual work every weekBeforeProfessional services
- 02Decisions bottlenecked on one person being available60%+When they were heads-down, on PTO, or sick, the work stalled.
- 03Forecast confidence before the system shippedLowBecause the data was always a week behind reality.
A single onboarding pipeline triggered by a signed contract: welcome → intake → provisioning → kickoff → day-3 check-in. The client sees a clean status page; the team sees what's done and what's next.
The system, end to end — press play to see it run.
- 01Trigger
A signed contract kicks off the sequence — no manual start, no checklist the team has to remember.
pending - 02Intake & provisioning
The client gets a personalized intake form; completed data provisions accounts and tools automatically.
pending - 03Kickoff & check-ins
Calendars book, briefs go out, and day-3 / day-30 check-ins are scheduled without anyone scheduling them.
pending
9 → 1.5
days from contract to kickoff
100%
of clients onboarded via the same pipeline
~7 hrs
of ops time saved per client
Want a similar outcome?
Book a 15-minute scoping call. We'll tell you what's possible for your business.
Response time
≤ 4 business hours
Coverage
USA · UK · EU
Team
10 engineers · 1 PM