Onboarding Lead
Every new client, set up.
A teammate who sends welcome packets, collects signed forms, and sets up each new client in your systems.
Onboarding LeadReady for your OK
A new client is ready to start.
- Welcome packet sent
- Forms signed in DocuSign
- Records and folders set up
Exceptions wait for your OK.Approve
What it does
- It sends the welcome packet the day they sign.
- It chases forms until every one is back.
- It sets up records and folders, and schedules the kickoff.
Works in your tools.
No new software. It works where you already do.
DocuSign
HubSpot
Google Drive
Gmail
You approve. It does the rest.
On its own
- Sends packets
- Chases forms
- Sets up records
- Schedules kickoffs
Waits for your OK
- Changes to contract terms
- Exceptions to your steps
It never signs a contract or changes pricing.
