Onboarding & ops automation
Run your back office on one operating layer.
Intake, kickoff, task creation, and handoffs wired into one system — so new clients start smoothly, nothing falls through the cracks, and your team spends its time on the work instead of the admin around it.
days
from signed to kicked off
one layer
intake, ops, and handoffs connected
days
to go live
The problem
What it’s quietly costing you.
Onboarding sets the tone — and yours is shaky
A messy kickoff is the first thing a new client feels. Chasing intake forms, assets, and approvals by hand makes you look smaller than you are before the work even starts.
Admin eats the time you can’t bill
Spinning up projects, creating tasks, and chasing handoffs by hand is overhead that scales with every account and shows up nowhere on an invoice.
Things slip between the cracks
When ops live in people’s heads and inboxes, a missed handoff or a forgotten step quietly becomes a fire — usually in front of the client.
What we build for you
Done for you, tuned to agencies.
Onboarding that runs itself
Intake, welcome, and asset collection trigger automatically the moment a client signs, so kickoff feels sharp and effortless.
Kickoff and tasks auto-created
New accounts spin up with the right project, tasks, and owners already in place — no one rebuilding the same checklist by hand.
Handoffs wired in
Work moves between stages and people automatically, with nothing waiting on someone remembering to pass it on.
One operating layer
Intake, ops, and handoffs run on a single connected system instead of scattered across inboxes and heads.
How it works
Live in days, not months.
Map
We map your onboarding and ops — every step from signed to kicked off and beyond.
Build
We wire intake, task creation, and handoffs into one connected layer on your stack.
Go live
We run it through real onboardings, then switch it on across your accounts.
Tune
We refine the flow as you grow so nothing slips as volume climbs.
In the real world
The kickoff that used to take a week, done in a day.
An agency’s onboarding was a scramble of emails — intake forms, asset requests, a project built from scratch each time. We wired it into one operating layer: the moment a client signs, intake fires, the project and tasks spin up with owners assigned, and handoffs route themselves. A week of admin became an afternoon, and new clients now feel a sharp, professional start from day one.
Scoped on your free teardown — we map your onboarding and ops first, then wire the highest-leverage parts.
FAQ
Straight answers.
Will it replace our project manager?+
No — it replaces the manual admin around the work, not the people. Your PM stops rebuilding the same setup every time and gets to spend their time on the accounts that need a human.
What if it doesn’t take the admin off our plate?+
We agree an acceptance target with you up front and keep building until the system genuinely runs your onboarding and ops — our Build-Until-It-Works guarantee. As long as you complete onboarding and approve milestones on time, you’re never paying for something that isn’t working.
Does it work with the tools we already use?+
Yes. We build on top of your existing project, docs, and CRM tools — one connected layer over your stack, nothing to rip out or relearn.
More for agencies
The Build-Until-It-Works Guarantee
We don’t stop until it works.
We agree on a clear acceptance target before we build. If the system isn’t hitting it, we keep building and optimizing at no extra cost until it does — provided you complete onboarding and approve milestones on time. Most agencies won’t put that in writing because they’re not sure it’ll work. We are.
See what it’s worth — free.
Start with a free teardown. We’ll map where you’re leaking leads, hours, and margin, put a dollar figure on it, and show you exactly what we’d build — before you commit anything. Then we build it, and keep building until it hits the target we set together.
Free teardown · No pressure · Build-Until-It-Works guarantee