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Starter4 hrs per new client

Onboarding Concierge

Every new client gets a senior-level kickoff without burning a senior-level hour.

Who it's for

Agencies where new-client onboarding is ad hoc and the first month feels chaotic on both sides.

What it does

Kicks off on contract-signed. Sends a welcome email with the kickoff checklist, a Calendly link for the handoff call, the onboarding doc template, and a Slack-connect invite. Chases missing items at day 3 and day 7.

What a live week looks like

Deal closes Tue 4pm → welcome email at 4:05 → kickoff booked by Thu → Week 1 runs on rails.

Plugs into

GmailSlack ConnectNotionCalendly

Using something else? If it has an API, we can integrate it.

Ready to hire the Onboarding Concierge?

Free 30-minute scoping call, a written quote inside one business day, and a build that ships in the timeline we agree to. No surprises.

Get this built