Professional Services · Project 04
Onboarding system
Professional Services Firm. A 3-day client setup now takes 40 minutes.
3 days to 40min
New client setup
Same week
Delivery start, previously the next
What it looked like before
A professional-services firm spent three days on a new client: contracts, folders, tools, kickoff.
What replaced it
We turned that checklist into a system. A 3-day setup now takes 40 minutes. Delivery starts the same week, not the next.
The result
A 3-day client setup now takes 40 minutes.
How it was built
| Trained on | Their contract templates, folder conventions, tool provisioning steps, and the kickoff checklist they had been running by hand. |
|---|---|
| Where a human stayed | The kickoff conversation, and any non-standard contract term. |
| Runs in | Their accounts, on their billing, owned by a named person on their team. |
Industries where this comes up
AI Automation 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 Automation 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.
Other transformations
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