Systematic GeeksEveryone tells you “first impressions matter.”
We build the onboarding
your team forgets to.
A new client signs on Monday and by Thursday nobody has sent them the welcome email. We build the systems that create the folder, send the forms, book the kickoff and brief your team, the moment the contract lands. The first one is on us.
- Live in 7–14 days
- Nothing for the team to learn
What happens after they sign.
The welcome sequence,
on autopilot.
-
01
The contract lands
Signed proposal, paid deposit, whatever your “we’re on” moment is. That’s the trigger, and it fires within minutes, not when someone gets around to it.
-
02
Everything gets created
Client folder, project board, shared channel, intake form, welcome email in your voice. The same every time, in the tools you already run.
-
03
The kickoff books itself
The client picks a time from your calendar, the form answers arrive before the meeting, and the account manager gets a one-page brief the morning of.
The first fortnight
sets the tone.
Clients decide whether they trust you in the first two weeks, and the first two weeks are usually the messiest.
- “We asked them for the logins three times because three people asked.”
- “The kickoff got booked ten days after they signed. They’d already cooled off.”
- “Every onboarding is slightly different because a different person did it.”
None of that is a people problem. It’s a checklist that lives in someone’s head instead of in a system.
Who this is built for.
Agencies, accountants,
consultants.
Agencies
Brand assets, access requests, the kickoff deck and the first status update, all queued the moment the retainer is signed.
Day one looks organisedAccountants and bookkeepers
Engagement letter out, software access requested, prior-year documents chased and the file set up in your practice software.
Nothing sits in the inboxConsultants
Scope confirmed, discovery questionnaire sent and read, first workshop in both diaries. You walk in already knowing the business.
Prepared without prepThings people
ask us.
Will clients notice it’s automated?
They notice that everything arrived on time and in one place. The emails are written in your voice and sent from your address. The only thing missing is the delay.
Our onboarding is different for every client.
Usually it’s three or four variants with a shared spine. We build the spine and the branches, and a person still handles the genuinely unusual ones.
Do we have to change tools?
No. It runs inside the CRM, calendar, drive and project tool you already use. That’s the point of building it rather than buying it.
Stop onboarding
from memory.
Book the call, walk us through what should happen when a client signs, and we’ll build it so it happens every time. The first system is free.