Client onboarding for Glasgow businesses
Client onboarding that runs itself, from yes to kickoff
The client said yes. Then came two weeks of emails asking for the same documents, chasing signatures and trying to find a date for the first meeting. It is slow for you and a poor first impression for them. Automated onboarding sends a welcome pack the moment they sign, collects every document in one place, chases whatever is missing and books the kickoff.
Book a free 15 minute call See how it works
£400 setup + £199 a month
New client: house extensionEmail
- Quote signed: rear extension
- Welcome aboard, Anne! Here is what happens next, plus a short form for your plans and building warrant.
- 2 of 3 documents received
- Just the building warrant left. You can upload it here whenever suits.
- All documents in. Kickoff booked: Monday 9:00
The cost of doing nothing
Two weeks of chasing per new client is two weeks before you can start work or send the first invoice. Across a year of new clients, that adds up to months of delay and hours of admin nobody is paid for.
A real-world example
A construction firm or agency spends 2 weeks chasing information by hand. Now the welcome pack, documents and kickoff booking happen automatically.
How it works.
Set up once, then it runs on its own. You only step in when a customer needs a person.
They say yes
A signed quote, a paid deposit or a deal marked won in your CRM.
Welcome pack
A welcome email with what happens next and who to contact.
Documents collected
A simple, secure form for the details and files you need, with polite reminders until it is complete.
Kickoff booked
A link to book the first meeting, and your team told everything is ready.
Who it is for
- Construction and building firms
- Marketing and creative agencies
- Accountants, solicitors and consultants
- Any business that collects documents before starting work
What is included
- A welcome pack written with you
- A secure form for documents and details
- Automatic reminders for anything missing
- Kickoff meeting booking
- Your team told when everything is in
- Everything filed against the client in your CRM or folders
What it costs
£199a month
Plus £400 setup, agreed in writing before any work starts.
Questions people ask
Something else on your mind? Ask us directly. We reply within 48 hours.
Where are the documents stored?
In secure storage you control, such as your existing cloud drive or CRM. We explain exactly where before anything goes live.
Can it send contracts for signature?
Yes, through an e-signature tool you already use or one we set up for you.
Will it work with my CRM?
Usually. It can start when a deal is marked won and file everything against that client.
Can different clients get different packs?
Yes. A kitchen refit and a full new build can have different welcome packs, forms and checklists.
Works well alongside.
Every automation connects to the others, your website and your CRM. See all ten.
Book your free 15 minute call
Tell us where customers slip through the cracks. We reply within 48 hours to book a short call, then send one fixed price in writing.
- No obligation and no hard sell
- Works with the phone, booking system and CRM you already use
- Built and supported from Paisley, for businesses across Glasgow and Scotland
Appointment reminders, missed call replies and quote follow-ups are service messages to people who have already contacted or booked with you. Marketing texts and emails are only sent to people who have opted in, with an easy opt-out every time, in line with UK GDPR and PECR.