Automations
ClientLifecycleAutomation
From the moment a client signs to their first renewal, every step is automated. Onboarding flows that collect docs, proposals that generate themselves, invoices that send on schedule, and contracts that route for signature without a single manual touch.
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Capabilities
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Example Use Cases
A marketing agency automated their onboarding: contract triggers a welcome sequence, intake form, shared drive setup, project board creation, and kickoff call scheduling. Onboarding time dropped from 5 days to same-day.
A B2B SaaS company automated their enterprise onboarding: account provisioning, SSO configuration guides, training schedule, and milestone tracking, reducing the onboarding team's manual work by 70%.
Example Use Cases
A consulting firm generates proposals from CRM deal data in one click, pulling in scope, pricing, and terms from templates. What used to take 2 hours of manual document creation now takes 5 minutes.
A construction company automated the flow from approved estimate to deposit invoice to milestone billing. Invoices are generated and sent automatically when project milestones are marked complete.
Example Use Cases
A real estate brokerage automated contract generation for listings, offers, and closings. Agents select a template, populate deal details from their CRM, and send for signature in under a minute. Average contract turnaround dropped from 3 days to 4 hours.
A creative agency automated statement-of-work generation from approved proposals. When a deal closes in HubSpot, the SOW is auto-generated, sent for signature, and, once signed, triggers the onboarding automation.
UseCases
Law Firm Client Onboarding
A law firm automated their client intake: engagement letters generate from templates, route for DocuSign signature, trigger retainer invoicing via Stripe, and provision the client portal.
SaaS Subscription Billing
A SaaS company automated their entire billing lifecycle: trial-to-paid conversion, recurring invoicing, dunning sequences for failed payments, and upgrade/downgrade handling.
Agency Client Onboarding
A creative agency reduced onboarding from 2 weeks to 2 days. Contracts, brand questionnaires, access provisioning, and kickoff scheduling all run automatically.
Patient Billing for Healthcare Practices
A dental practice group automated their billing cycle: insurance verification triggers before appointments, claims submit automatically post-visit, and patient statements generate with payment links.
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Lifecycle Mapping
We document every step in your client journey from first contact to renewal, identifying manual bottlenecks and drop-off points.
Template & Flow Design
We create proposal templates, contract templates, and onboarding checklists, then design the automated flow that connects them.
System Integration
We connect your CRM, payment processor (Stripe, QuickBooks), e-signature tool (DocuSign, PandaDoc), and project management system.
Launch & Refine
We run the first batch of clients through the automated flow, gather feedback, and refine timing, copy, and logic.
FrequentlyAskedQuestions
Absolutely. Automation handles the logistics (sending docs, reminders, invoices) while your team focuses on the relationship. Clients get faster service and your team has more time for high-value interactions.
Stripe (our default), QuickBooks, Xero, and Square. We also support custom invoicing workflows for businesses with unique billing requirements.
Most onboarding automations are live within 1-2 weeks. Complex flows with multiple document types and conditional logic may take up to 3 weeks.
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