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Automation
Client Onboarding System
Service Package
Automated intake forms, CRM setup, contract templates, invoice automation, client portal setup
Why this is for you
- Give your clients a world-class first impression
- Stop manual paperwork and data entry
- Get paid faster with automated invoicing
- Reclaim 10+ hours per week of admin time
What's included?
- Automated intake & feedback forms
- CRM pipeline & contact automation
- Digital contract & invoice automation
- Custom client portal setup
- Onboarding workflow blueprint
Our Execution Process
1
Onboarding
Instant access to our client portal and a brief questionnaire.
2
Execution
Our senior team gets to work on your specific automation needs.
3
Delivery
Full hand-off and review within 10–14 days.
Investment
₦250,000–400,000
Est. $181 — $289
Delivery: 10–14 days
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