The plan gets written for you
Describe the client, the go-live date and your rough notes. In about two minutes you get steps, owners and dates. You review it before anything goes out.
Automation
Client onboarding automation
Most onboarding time isn't the work. It's writing the plan, chasing the client and answering "where are we?". That part should run itself. The decisions shouldn't.
What gets automated
Reminders send themselves
Overdue client items get a nudge on a fixed schedule. Nobody has to remember to chase. Items that aren't ready yet don't get reminders.
Dates move when work slips
Finish a step late and the steps after it shift by the same amount, with a notice and an Undo. You see go-live risk the day it appears.
Today shows only what's wrong
Late, blocked and waiting-on-someone items, across every client, on one screen. Everything on track stays out of the way.
Status updates write themselves
One click turns the board into a short update: what got done, what's blocked, what's due next week. Edit it and send it.
Ask in plain words
"Who owes us what this week?" Ask AI answers from the real board, here or from ChatGPT.
What it never does
- Mark a task done without a person or the client doing it
- Launch a project — a human clicks Set live
- Send anything to a client from a draft
- Claim something was delivered when it wasn't
Questions people ask
What is client onboarding automation?
It's software doing the repetitive parts of onboarding a new client: writing the plan, setting dates, sending reminders and reporting status. People still make the decisions and do the work.
Does my client need an account?
No. Clients get one secure link. They can mark their items done, say they're blocked, and leave notes — no login, no licence.
Will it send things without me knowing?
Not from a draft. Nothing reaches a client until you set the project live. After that, only scheduled reminders for items that are actually due go out.
How much does it cost?
$99 a year for the whole company. No per-person fee. 14-day free trial, no card.
Want the steps behind it? Read the client onboarding process.
Stop chasing. Start onboarding.
Describe the rollout once. Get the plan, one link for your client, and reminders that send themselves.