The First 48 Hours
—
Automated
Time Saved
⏱️ 8-12 hrs/wk
Time to Deploy
⚡ 2-3 hrs
The Result at a Glance
Contract signed. Client fully onboarded. Zero manual follow-up required.
Trigger
New client signs contract
Welcome sequence and intake form delivered automatically
Documents tracked and chased via smart checklist
Project created and tasks assigned without anyone lifting a finger
Output
Client onboarded. Team notified. Done
Step-by-Step Breakdown
How We Built It
Five steps. Fully automated.
Phase One
Contract signature kicks everything off
The moment a client signs via DocuSign, PandaDoc, or a manual trigger, the entire workflow fires. No one needs to be watching. No follow-up reminder needed.
First Touch
Branded welcome sequence sends immediately
Within seconds of signing, the client receives a welcome email with their intake form link, portal access, and a clear breakdown of what comes next.
Data Collection
Smart checklist tracks every document
A dynamic checklist monitors what has been submitted and what is still outstanding. Automated nudges go out on schedule for anything missing.
Internal Prep
Project spins up with tasks pre-assigned
Once all required documents are in, a project is auto-created in Notion, Monday, or Asana. Task lists populate. Team members are assigned. No kickoff call needed.
Final Output
Team notified. Client confirmed. Engagement live.
Your team gets a single notification that the client is ready. The client gets a clean confirmation. What used to take 2-3 days now completes in minutes.
Tech Stack
Tools Used
Free-tier friendly. Likely already in your stack.
GET THIS BUILT FOR YOUR BUSINESS
Want us to implement this for you?
This is one workflow. We map your full operation and build the highest-leverage automations first.
30-minute strategy session. No pitch. You leave with a clear picture of what to automate next.