Onboard Pro is the system that takes a new client from “yes” to signed, paying and filed — without you touching a thing. One form handles the contract, the signature, the payment and the billing.
to onboard a client, start to finish
signatures or invoices to chase
to get your system set up
running quietly in the background
Everything after the handshake is admin — and it quietly eats your week, delays your cash, and makes a sharp business look slow.
Custom built for you — your branding, your fields, your service, your terms. Sat with them in a meeting, or sent as a link.
The agreement fills in live with the fee, dates and package just agreed, then they sign with a finger or a mouse.
Direct Debit or card, authorised during signup. No invoice to chase, no bank details over email.
Contract generated with their signature, filed in their own folder. CRM updated. Welcome email sent with their copy attached. Your team notified.
The recurring payment collects on your schedule — weekly or monthly — for as long as they're a client, and the invoice is raised automatically into your accounting software each time. You do nothing.
It's the entire path from new client to paying client, built as one system and run for you.
Designed around your brand and your process. Not a template with your logo dropped on it.
Captured at signup and embedded straight into the contract.
Terms that fill in with the real fee, dates and package — so the contract can never contradict what was agreed.
A finished, signed PDF produced automatically and filed where it belongs.
Direct Debit or card mandate created as part of signup, not chased afterwards.
Subscriptions created automatically at the agreed amount and frequency.
An invoice raised and sent for every payment, straight into Xero or QuickBooks — so your numbering stays in one place and your accountant stays happy.
A folder per client, with contracts and documents stored in your existing drive.
Contacts and deals created the moment someone signs up.
A welcome email to your client with the contract attached, plus an internal notification to your team.
If anything ever fails you're emailed immediately, with the client name and what to do. Nothing fails silently.
We host it, watch it and keep it running. Included every month.
Prices, fields, wording, new packages — send it over and we'll change it.
We build around your stack. You don't change a single tool, and nothing gets migrated.
And if it has an API, we can almost certainly connect it.
Built and configured to your business for a one-off £200. Then £200 a month to run it, support included.
Book a callSix-month minimum term. No hidden costs.
Onboard Pro handles new clients. These handle everything after that — bolted on whenever you want them.
Clients approve or request changes by email, with everything tracked. No more WhatsApp chains and lost feedback.
Drop in a list of prospects and get personalised outreach drafted automatically, ready to review and send.
Calls transcribed, notes written and actions pushed into your project tool without anyone taking minutes.
Onboard Pro is where most people start — but it isn't all we do. If there's a process in your business that shouldn't need a human, we'll build it around the tools you already use.
Tell us the job you hate doing. If it's repetitive, it can almost certainly run itself.
Talk to us about it →30 minutes understanding how your business actually works — what's manual, what's painful, what's costing you time.
No briefs, no back and forth. We configure the system to your business, connect your tools and test everything end to end. Most setups take 48 hours.
We hand it over, walk you through it, and it runs. From the first submission, everything is automatic.
The monthly covers everything — hosting, monitoring, updates, fixes, new features. One message and it's done.
A twenty-minute call, and you'll see exactly what your onboarding looks like running itself.
Book a call