Grow · The first week runs itself
Automated Client Onboarding
Winning the client is the easy part. The week that follows is where the hours go.
In short
A client onboarding system takes the first week off your desk: the contract goes out and comes back signed, the deposit is collected, the intake questionnaire is answered before kickoff, and a branded welcome sequence tells the client what happens next. You find out it worked when the signed agreement and the payment are already in.
What you get
E-sign contracts with deposits collected
Automated invoicing and payment reminders
Intake questionnaires before kickoff
Branded welcome sequence
Everything logged against the client record
Saves around 10 hours of admin per new client.
$1,500 one-time build
Questions
Do I need separate contract and invoicing software?
No, and that is usually the saving. The build replaces a stack of subscriptions with one flow you own, rather than adding another tool to it.
Are the contracts legally binding?
E-signature is binding in the US under the ESIGN Act. We build the workflow around whatever agreement your attorney has approved — we are not writing the legal terms for you.
Can it handle a deposit and a payment plan?
Yes. Deposit on signature, the balance on a schedule, with reminders that stop as soon as the payment lands.
Also from Sequence
Let's scope it
Tell us the goal and the deadline. We'll come back with what it takes and what it costs.
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