Operations · Launch in 2 days
Client Onboarding Flow
Kickoff questionnaire, kickoff summary, and milestone reminders for service firms.
Reduce kickoff lag from days to hours for small agencies.
Launch steps
- Step 1
Send intake questionnaire
- Step 2
Summarize goals with AI assist
- Step 3
Confirm scope and next steps
- Step 4
Automate milestone nudges
Integrations
- Notion / Docs
- Calendar