Operational Solutions
First impressions matter. Automate your client onboarding.
Stop copying templates, generating shared folders, and drafting welcome emails manually. We build systems that auto-create your client directories, send contracts, and sync portals when a client signs.
The Automated Client Journey
- Trigger: Lead settles invoice on Stripe or signs contract in DocuSign.
- Setup: Make.com auto-generates custom client folder structures in Google Workspace/Dropbox.
- Space: Auto-invites client to Slack channels, Notion client hubs, and welcome calls.
- Welcome: Sends a highly personalized email detailing instructions, credentials, and initial asset uploads.