Onboarding a new client consists of repeatable tedious tasks. Also, these tasks are often forget or not properly done so that e.g. documents are spread over your Google Shared Drive
Add a quicklink to your Quicklink Home to make sure its easily accessible.
Setting up a new client takes too much time. Often, you find yourself looking for document for 20-30 minutes as they are scattered on your the companies' Drive.
You can outsource a larger part of client work to junior employees, leading to higher margins per employee. Also, customer are delighted with a personalised kick-off document.
Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.