One trigger fires the whole file. Nobody chases by memory.
Onboarding runs from memory, with repeated document requests and missed steps. We connect accounts, documents, checklists, reminders, and evidence in one workflow.
Every miss is a hole with a name. Found weeks later.
The steps live in someone's head, so busy weeks skip steps.
From memoryHalf of onboarding is asking people for the same document again.
The chaseThe missed account or unsigned form surfaces exactly when it's most expensive.
The missTrigger once, track every step
One trigger fires the accounts, the documents, the checklist, and the evidence.
Automated requests and reminders keep the file moving, while evidence is recorded as each step finishes. The team spends less time chasing documents and rebuilding status by hand.
An automation runs the sequence: documents requested, accounts created, tasks assigned, and the chase when something is late.
Straight answers.
Anything not here, bring to the call. A no from us costs you thirty minutes.
Both. Same machine, different checklist: client onboarding, employee onboarding, and offboarding too, since that's where holes cost the most.
Problems often found alongside this one. Common in the same operation.
More output from the team you already pay
Admin stripped out of the week, so the same team ships more.
Instant lead follow-up
New inquiries acknowledged, qualified, and routed according to your rules.
Same-day quotes and proposals
Job details in, priced proposal out the same day, from your own rates.
Ready to get it built?
Bring this workflow to the call. We'll tell you whether a Sprint fits, what we'd connect to, and when it goes live.