Proposal and onboarding automation for agencies and consultants

For agencies and consultants, two moments decide a lot: how fast you turn interest into a proposal, and how smooth the first two weeks feel after a client says yes. Both are usually held together by manual effort, and both are where good prospects quietly slip away.

Proposals in minutes, not days

A prospect’s enthusiasm has a short half-life. If your proposal takes three days because you are rebuilding it from scratch each time, you lose momentum. Generating a tailored proposal and engagement letter from a short brief means you respond while interest is high, looking sharp and moving fast.

Onboarding that makes a great first impression

The period right after signing sets the tone for the whole relationship. An automated onboarding flow, intake, document requests, access, and welcome steps, makes new clients feel like they joined a well-run shop instead of a chaotic one. It also frees your team from repeating the same setup every time.

Status updates that build trust for free

Clients rarely complain about too much communication. Recurring, automated status updates keep them informed and confident without anyone writing them by hand, which quietly reduces the are-we-on-track emails.

Billing and renewals that do not slip

Automated invoicing and renewal reminders keep revenue steady and stop retainers from lapsing because someone forgot.

See what we automate for professional services, or book a free AI audit to tighten the path from yes to started.