CD-032
Brief & Onboarding Automation
Stop doing client onboarding manually.
$3,500
What's included
- Booking and confirmation flow
- Automated brief intake form and delivery
- Contract or agreement delivery and signing
- Payment link or invoice automation
- Project creation in your PM tool
- Client welcome sequence
- Handover documentation
Not included
- Tool licences (client responsibility)
- Copywriting for welcome sequences
- Contract legal review
About this service
Every time you onboard a client manually, you're spending time you don't need to. The Brief & Onboarding Automation builds the complete flow: from booking confirmation through to brief capture, contract signing, payment, and project setup — all automatic.