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Guide
Kickoff should not depend on who remembered.
New clients judge you in the first 48 hours. If access, next steps, and the internal checklist wait on a person, the experience is a coin flip.
The checklist that actually matters
Welcome them. Tell them what happens next. Give them access. Create the internal tasks. Log the payment or signature. Notify the team. That is enough. Fancy portals can wait.
Trigger on the money, not the mood
The clean trigger is a successful payment or a signed contract. Not a staff member checking a box when they get around to it.
What the system does
It finds or creates the contact, moves the deal, sends the welcome, opens the onboarding tasks, and alerts Slack or email. Every client gets the same start.
Who this is for
Agencies, consultants, and any shop with a repeatable kickoff. If two clients can describe two different first weeks, install this.
Pillar: From booked to ready without a scramble.