03 / Client onboarding & automation

More clients.
Less manual work.

Automate the handoff from closed deal to client onboarding, then connect the records and workflows your team needs to deliver consistently.

Book a call with Omar

The problem we solve

A new client signs. Your team still has to create the project, send the welcome email, collect information, and explain the sale to delivery. Every manual handoff adds another chance to lose context.

Give your team the context to deliver without chasing you.

What we build

What changes
in your business.

Less copying between tools, clearer handoffs, and more time for the work clients pay you to do.

Onboarding that starts when the deal closes

Connect signed deals to intake forms, welcome emails, project setup, and kickoff scheduling.

Client context in one place

Organize assignments, session notes, progress, and next steps so the team can pick up the work without asking for the backstory.

AI for work that takes too much time

Use call summaries and structured information extraction where they help your team prepare and act.

A system your team can operate

Document the workflows and train the people responsible for them, so the build becomes part of daily operations.

A related client engagement

See the system
in practice.

A relationship-coaching practice had more demand than its delivery setup could support. Client information was fragmented, and coaches prepared by rewatching consultations.

How we scope and build your system

OMD / COACHOS

12×Reported client capacity

−60%Session preparation time

Client onboarding & automation

12× client capacity with a connected coaching backend.

Start with the problem that matters

Let’s fix
what’s stuck.

30 minutes to discuss your bottleneck, priorities, and fit.