2. Fill each step
Client onboarding
Take a new client from signed agreement to a clear first week without chasing emails.
Tap a suggestion or choose from the library.
Step 1
Intake
Collect the details you need from the client in one form.
Suggested
Step 2
Agreement
Send the proposal or contract and get it signed.
Suggested
Step 3
Welcome
Send the welcome message and next steps automatically.
Suggested
Step 4
Track
Keep tasks, files and notes for the client in one place.
Suggested
3. Check the monthly cost
Add tools to the steps above to see an estimate.
Tool library
Ranked for this job. Select a tool, then choose the step it belongs to. Enterprise-only products are left out.
60 tools shown
4. Keep it
One email with the steps, tools and estimate. No newsletter.
Want a shortlist for a task that is not listed?
Describe the work in your own words and the finder returns tools you can drop into these steps.
Open the tool finderReady to set it up?
The Setup kit gives you a step-by-step setup plan for each tool in this stack, the connections between them, prompts and templates, and 30 days of change alerts. $29 one-off, no subscription.
Place at least one tool in the pipeline first.