AI Solutions · First impression, consistent every time
Zero copy and paste
Contract, deposit, welcome pack, calendar invite and internal handover, all fired from a single confirmed booking.
01 What it costs you today
Why this one is worth fixing
Onboarding is where a good sale becomes a bad experience. The customer says yes, then hears nothing for four days while somebody makes a folder.
It is also where the compliance gaps live, because the step that gets skipped when everyone is busy is usually the signed document.
Automating it does not make it colder. It makes the human parts happen sooner, because nobody is doing the admin first.
02 The build
Trigger, logic, action, outcome
Trigger
Deal marked won, or booking confirmed and deposit taken
Logic
Branch by service type and value, so a £500 job and a £15,000 job get proportionate paperwork
Data source
Your contract templates, price list and internal checklists
Action
Contract out for signature, deposit link, welcome pack, calendar invites, project folder, internal handover with a task list
Business outcome
Customer hears from you within minutes and every internal step exists whether or not anybody remembered it
03 Included
What ships with it
- E-signature contract generated with the right terms for the service
- Deposit or first payment link, tracked to the record
- Welcome pack branded and personalised
- Calendar invites for every party with the right detail
- Project or client folder created and shared
- Internal handover with an assigned checklist
Questions
Does every client get identical onboarding?
No. It branches by service and value so a small job does not arrive with an enterprise contract, and a large one does not arrive with nothing.
Which e-signature tools do you use?
DocuSign, Dropbox Sign, PandaDoc or whatever you already pay for. We do not make you switch tools to make the workflow work.
What if we need to intervene mid-flow?
Every step is visible and pausable. A human can take over at any point and the workflow picks up after them.
Next step
Want this one running by month end?
Twenty minutes. Bring your call log and your enquiry inbox. If there is nothing worth fixing we will say so and you get the time back.