Onboarding · Project 04
Three days before delivery starts
Professional services firm. A 3-day client setup now takes 40 minutes.
3 days to 40min
New client setup
Same week
Delivery starts, instead of the next
What it looked like before
A professional services firm spent three days on every new client. Contracts, folders, tools, kickoff.
What replaced it
We turned that checklist into a system. Setup takes 40 minutes. Delivery starts the same week instead of the next one.
What it still does not do
It does not run the kickoff conversation, and it will not touch a contract term that is off template.
How it was built
| Trained on | Their contract templates, their folder conventions, their tool provisioning steps, and the kickoff checklist they had been running by hand. |
|---|---|
| Runs in | Their accounts, on their billing, run by a named person on their team. We hand over the keys and the training that goes with them. |
Industries where this comes up
AI Transformation for Professional Services FirmsClient onboarding, scoping, and internal knowledge for professional services firms at $3M to $10M. What is worth replacing and what it returns.AI Transformation for Multi-Location ClinicsFront desk load, inbound qualification, and scheduling for multi-location clinics. What is worth replacing, and where a human has to stay.
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