Service 01
Onboarding Automation
Turn the first 48 hours after a sale into a smooth, on-brand experience — without you babysitting Zapier.
Welcome emails, contract + invoice flow, kickoff scheduling, intake forms, and internal notifications. Built inside your CRM so nothing is duct-taped together.
- Branded welcome sequences (email + SMS)
- Auto-scheduled kickoff calls
- Internal Slack/email handoffs
- Tagging & pipeline updates