From 4-hour onboarding marathons to a 15-minute automated flow.
The Challenge
Every new client meant the founder spending half a day on onboarding: sending welcome emails, setting up project folders, briefing the team, and chasing signed contracts. With four active clients, this was consuming their entire Monday.
What We Built
A fully automated onboarding system triggered the moment a contract was signed. Welcome email, client portal setup, team briefing, task creation, and payment schedule — all handled without a single manual step.