Automate client onboarding from signed to ready
From contract signed to first job booked — without 14 manual emails and a chase for missing details.
50% on kickoff, 50% on delivery · 30 days of free revisions · you own the code
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Why we wrote this. We ship work like this ourselves — not as a reseller or a marketplace. The timelines, deliverables, and price bands below come from real engagements we've run end-to-end at Smartly Built Ventures Limited (trading as Vibed Ventures).
Who this is for
- Agencies, accountants, consultants onboarding 5+ clients/month
- Service businesses where onboarding takes weeks of email back-and-forth
- Teams losing momentum (and revenue) between 'signed' and 'kicked off'
What you get
- Branded client portal for forms, contracts and uploads
- Auto-sent contracts and payment links on signature
- Checklist your team and client both see, updated in real time
- Kickoff scheduling without the email back-and-forth
- Handover to your delivery, PM or job system on completion
- Nudges to the client (and to you) when something stalls
Dig deeper
Frequently asked
Does it work with our existing CRM?
Yes — onboarding writes back to HubSpot, Pipedrive, Salesforce, Capsule or whatever you use, so the deal record stays the source of truth.
Can we capture compliance docs (KYC, AML, GDPR)?
Yes. We've built KYC capture for accountants and law firms — ID upload, sanctions checks via API, audit trail of consent.
What if the client ghosts halfway through?
Automated nudges at day 3, 7 and 14. Then it pings your team with context so a human can rescue it. No more deals dying in silence.
Does it take payment?
Yes — Stripe, GoCardless or bank transfer. Deposit on signature, balance on milestones, all wired into the onboarding flow.
What happens next
- Step 1Tell us the problem60 seconds in the /solve box. You don't need a brief.
- Step 2Get a tailored reportROI, build plan and a rough price band — emailed to you.
- Step 3Book a 25-min callWe talk it through honestly. If it's not for us, we'll say so.
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