Consistent Onboarding.
Reports That Build Themselves.
From signed engagement to a client's first status report, without anyone assembling either by hand. Built for firms managing ongoing client accounts or portfolios.
Book Your Free Discovery CallWhat's Actually Going Wrong.
Inconsistent Onboarding
Every client gets a different setup depending on who handles it, and steps get missed.
Chasing Documents
Someone emails, waits, chases, and re-chases for the same set of client documents every time.
Reports Built by Hand
Every health report means copying numbers from several systems into a template.
Handoffs Lose Context
When a client moves from sales to delivery, key details get lost in the gap between teams.
One Trigger Starts the Whole Process.
Onboarding and reporting run from the same live data, so nothing is entered twice and every report is current.
What I Build.
Onboarding Workflows
A signed engagement triggers account setup, a welcome sequence and internal tasks.
Document Collection
Automated requests and reminders for the documents you need, with status visible at a glance.
Account Health Reports
Recurring reports from live data covering status, risk flags and key metrics.
Handoff Automation
Sales-to-delivery handoffs carry the full brief across automatically, with nothing retyped.
How I'd Build This For You.
Map the Onboarding Journey
Every step from signed engagement to fully set up.
Design the Reporting Logic
What matters in a health report, and where the data already lives.
Build & Connect
Wired into your CRM, document tools and reporting tools.
Run It on Your Next Client
Tested live, refined before it's the default path.
Onboarding Shouldn't Depend on Who's Free That Week.
Talk it through on a free discovery call.
No obligation.
Frequently asked questions.
Does this work for ongoing account management?+
Yes. The same reporting automation covers ongoing account and portfolio health, well beyond the first 30 days.
Can it pull from multiple systems into one report?+
Yes, that's the common case. CRM, project tool and finance data are combined into a single recurring report.
What if our onboarding steps vary by client type?+
I build conditional paths. Different client segments trigger different onboarding sequences automatically.