Client onboarding systems for digital agencies.

- What We’ve Built

  1. Automated client onboarding across HubSpot, ClickUp, Airtable, Notion, and Slack – so new projects start instantly.

  2. Built flows that trigger the moment a deal closes – sending welcome emails, creating Slack channels, and collecting client intake data automatically.

  3. Synced CRM → PM → Slack → Drive to keep creative, ops, and account teams aligned in real time.

  4. Created kickoff automations that schedule intro calls through Calendly, prep agendas in Docs, and feed tasks straight into ClickUp.

  5. Integrated PandaDoc and Asana for proposal → contract → project handoff with zero manual steps.

  6. Set up cold outreach systems that qualify leads, log them in Pipedrive, and feed closed deals straight into onboarding.

Reviews

“We finally stopped scrambling after a sale - everything’s ready before the kickoff call.”

Sarah Johnson

“Before this, onboarding was chaos. Now every new client’s setup runs itself.”

Mankirat Dhaliwal

What You Get

  • Client Onboarding Flow

  • Deal-to-Project Automation

  • CRM–ClickUp–Slack Bridge

  • Kickoff & Intake Engine

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