Packaged service · Fixed scope
Client Onboarding System
Turn a closed deal into a repeatable onboarding process with emails, tasks, document requests, and internal handoffs.
Fixed price
$890
5–7 business days
3 revision rounds included
14-day bug-fix period
The service
What this package actually does
We turn one clear handoff point—such as a deal marked won or a payment received—into a structured onboarding workflow. The package can create client communications, internal tasks, document requests, and project records while adapting to your CRM, automation platform, and work-management tool.
New clients enter the same onboarding path every time.
Internal owners receive tasks without manual coordination.
Clients get the right welcome information and document requests.
The team can see onboarding status in the systems it already uses.
What is included
- Onboarding trigger
- Client emails
- Internal tasks
- Document requests
Good fit when
- Agencies and service businesses onboarding clients repeatedly.
- Teams where sales-to-operations handoff depends on memory.
- Companies that need clearer ownership and status during onboarding.
Implementation
How we deliver it
The package has a defined result, but we adapt the implementation to your existing systems and business rules.
- 01
Define the handoff
We identify the event that starts onboarding and the minimum data required to continue.
- 02
Map the onboarding sequence
We translate your agreed steps, owners, emails, and document requests into a workflow.
- 03
Build cross-tool actions
We create the client communication, internal tasks, and project or CRM updates.
- 04
Test a sample client
We run a complete onboarding test and adjust the agreed workflow during the included revision rounds.
Configure it
Keep the outcome. Swap the tools.
Choose the platforms that match your current stack. The fixed price assumes one option from each category and the scope described on this page. If your stack is not listed, select “Other” and we will verify whether it still fits the package before work begins.
Scope boundary
What is not included in the fixed price
These items can still be done, but they turn the engagement into additional scope and are quoted before we proceed.
- Full customer portal development
- Complex billing or accounting implementation
- CRM migration
- More than one independent onboarding workflow
Revisions & support
Three revision rounds are included
A revision is an adjustment to the agreed workflow, logic, mappings, messages, filters, or configuration. A new integration, a separate workflow, a new feature, or a material change to the original outcome is additional scope. After approval, the package also includes a 14-day period for fixing bugs in the delivered implementation.
Need something beyond this package?
If you need multiple systems, custom application logic, or a broader automation program, we can scope it as a custom project instead of forcing it into a fixed-price package.