PLATFORM · CLIENT ONBOARDING
Turn “Won” Into “Onboarding” Automatically
A signed client shouldn’t create more admin. The moment an opportunity is marked Won, the handoff to delivery starts on its own.
- Won opportunity
- Client record updated
- Delivery pipeline starts
- Internal notification
- Onboarding email
- Intake
- Kickoff scheduling
No Manual Handoff
Sales context — what was discussed, what was promised, who’s involved — carries into delivery instead of getting re-explained from scratch.
The Owner Always Knows
An internal notification fires the moment a client is Won, so nothing new sits unnoticed while everyone assumes someone else has it.
Room to Grow the Relationship
Once a client is in delivery, the same system supports expansion opportunities later — without building a second, separate process.
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.